<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
span.EmailStyle18
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:windowtext;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">I would be interested to hear if anyone has ever successfully obtained TEDRA fees against a national bank through a Washington probate. There may be serious federalism issues lurking in the background (as there are, e.g., when litigating
against plan administrators under ERISA).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">-Ian<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">M. Ian Wyckoff | WYCKOFF LAW, PLLC<br>
<a href="mailto:ian@wyckoff.law">ian@wyckoff.law</a> | p: (206) 774-1674 | f: (206) 774-0966<br>
1024 SW 149<sup>th</sup> St.<br>
Burien, WA 98166<o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Candace Wilkerson<br>
<b>Sent:</b> Tuesday, December 13, 2022 4:04 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv (wsbapt@lists.wsbarppt.com)' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question on BECU and co-conservators acting<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I appreciate the thoughts. Unfortunately, the credit union won’t even allow my clients to request that the account be closed and funds disbursed without a court order allowing this. It makes no sense that the clients have to spend additional
funds from the Respondent’s estate just to satisfy this arbitrary policy of a financial institution. I understand the risk management issue, but the reality is that they are ignoring a valid order of the King County superior Court that allows both clients
to manage Respondent’s financial accounts.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Candace<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><b><i>*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<o:p></o:p></i></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="206" height="61" style="width:2.1416in;height:.6333in" id="Picture_x0020_6" src="cid:image001.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#7F7F7F"><img border="0" width="400" height="2" style="width:4.1666in;height:.025in" id="Picture_x0020_7" src="cid:image002.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">9840 Willows Road NE, Suite 200
<b>| </b> Redmond, WA 98052</span><span style="font-size:10.0pt;color:#484848"><br>
</span><span style="font-size:10.0pt;color:black">Phone: 425.869.4040 </span><b><span style="font-size:10.0pt;color:#484848">|</span></b><span style="font-size:10.0pt;color:#484848">
</span><span style="font-size:10.0pt;color:black">Fax: 425.869.4050 <br>
</span><a href="mailto:cwilkerson@wongfleming.com"><span style="font-size:10.0pt;color:blue">cwilkerson@wongfleming.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:black"><img border="0" width="400" height="2" style="width:4.1666in;height:.025in" id="Picture_x0020_8" src="cid:image002.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="background:yellow;mso-highlight:yellow">Please leave us a review on Google by
<a href="https://www.google.com/search?q=google+wong+fleming&rlz=1C1SQJL_enUS925US925&oq=google+wong+fleming&aqs=chrome..69i57j69i64.2183j1j4&sourceid=chrome&ie=UTF-8">
clicking here</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="background:yellow;mso-highlight:yellow">Please leave us a review on Yelp by
<a href="https://www.yelp.com/biz/wong-fleming-redmond">clicking here.</a></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#993366"><img border="0" width="118" height="31" style="width:1.2333in;height:.325in" id="Picture_x0020_9" src="cid:image003.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="89" height="88" style="width:.925in;height:.9166in" id="Picture_x0020_10" src="cid:image004.jpg@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:5.0pt"><span style="font-size:8.0pt;color:black">Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers
to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining
a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.
<br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for
the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:black">THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT
THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED</span><o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Nick Pleasants<br>
<b>Sent:</b> Tuesday, December 13, 2022 6:31 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv (<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>)' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Question on BECU and co-conservators acting<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Yes, I have had the exact same problem. I strongly discourage co-conservators for that reason. I don’t think BECU is liable for your fees, they are following their internal risk management. Chase Bank says the same thing. Can you just open
a guardianship account somewhere else? Then have the co-conservators close the BECU account and deposit the money elsewhere.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Candace Wilkerson<br>
<b>Sent:</b> Tuesday, December 13, 2022 1:15 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv (<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>)' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Question on BECU and co-conservators acting<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hi Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ve run into this problem before with a probate case, but not in a conservatorship. I have 2 clients recently appointed as co-conservators, and now BECU is demanding that we go back to court to obtain *<b>another</b>* order allowing them
to ask individually regarding the Respondent’s account at BECU.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">According to the BECU representative I’ve been emailing with, BECU “BECU does not support dual signing.” This is ridiculous!
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">According to RCW 11.130.050(4):<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><i>Unless an order of appointment under subsection (1) of this section or subsequent order states otherwise, co-guardians or co-conservators shall make decisions jointly.<o:p></o:p></i></p>
<p class="MsoNormal"><i><o:p> </o:p></i></p>
<p class="MsoNormal">In the last probate case with this issue (not with BECU), one of my clients was able to sign a delegation of authority to the other co-PR, solving the problem. But according to the statute cited above, that may not be allowed here.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I imagine the King County ex parte department is at least 1 month out for a hearing (I have too many people to notify in this case to do it without notice). Does anyone have a suggestion? The funds are at BECU and my clients need to access
them as soon as possible. I have threatened that I will ask the court to order that BECU pay all of the fees and costs for going back for another order allowing individual action, but I doubt BECU will care.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Candace Wilkerson<o:p></o:p></p>
<p class="MsoNormal"><i><o:p> </o:p></i></p>
<p class="MsoNormal"><b><i>*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<o:p></o:p></i></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="206" height="61" style="width:2.1416in;height:.6333in" id="Picture_x0020_1" src="cid:image001.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#7F7F7F"><img border="0" width="400" height="2" style="width:4.1666in;height:.025in" id="Picture_x0020_2" src="cid:image002.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">9840 Willows Road NE, Suite 200
<b>| </b> Redmond, WA 98052</span><span style="font-size:10.0pt;color:#484848"><br>
</span><span style="font-size:10.0pt;color:black">Phone: 425.869.4040 </span><b><span style="font-size:10.0pt;color:#484848">|</span></b><span style="font-size:10.0pt;color:#484848">
</span><span style="font-size:10.0pt;color:black">Fax: 425.869.4050 <br>
</span><a href="mailto:cwilkerson@wongfleming.com"><span style="font-size:10.0pt;color:blue">cwilkerson@wongfleming.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:black"><img border="0" width="400" height="2" style="width:4.1666in;height:.025in" id="Picture_x0020_3" src="cid:image002.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="background:yellow;mso-highlight:yellow">Please leave us a review on Google by
<a href="https://url.emailprotection.link/?baf6tmSi8Q8A-qOCy4k25ZuFLhyHmMqwv-ELJRzJQ8gLVba3Z8jeHPxTxt1xwmdZE0fzKG0emLLsVhvuioUkWXFFmZMBYpRkCCwhyokvdYO-jWTh9kzkBvQSBmJupzXQjtHZTRFeiP6joKiaQjCxwdi_jpyOlBHYGai1Tf4iw_H5tTpxEcwPykTkJ7Uk8HSCYuUsQbJFazUdD3emwQnk1QQ~~">
clicking here</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="background:yellow;mso-highlight:yellow">Please leave us a review on Yelp by
<a href="https://url.emailprotection.link/?bPLIs0SLoZ_mobljRyGQy47Yoe2hRKIfP5qOwHsAqftn6ukBiyuigk-ve5Wwa7IrqIMz2IGa1Y9raisrtcPkAGFdkg1PWdoCwYuoujYgAknnXny2U2lKd7z9eFGvsFtEf">
clicking here.</a></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#993366"><img border="0" width="118" height="31" style="width:1.2333in;height:.325in" id="Picture_x0020_4" src="cid:image003.png@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="89" height="88" style="width:.925in;height:.9166in" id="Picture_x0020_5" src="cid:image004.jpg@01D90F0C.DD4C0030"></span><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:5.0pt"><span style="font-size:8.0pt;color:black">Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers
to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining
a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.
<br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for
the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:black">THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT
THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>