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• 1. O

     Questions about Bank trustee behavior in administering our trust.

     I never said that the bank and i were somehow co-trustees, i asked help with confirming who the trustee actually is, relevant to the document i posted, that you asked to see. of course no one else commented on the legality/applicability of it either; this forum is clearly the wrong place to...

     • OSV
     • Post #23
     • Yesterday at 4:48 PM
     • Forum: Wills, Trusts and Estate Planning
  2. O

     Questions about Bank trustee behavior in administering our trust.

     trustee access, obviously. circling back to my first post: "Has the bank effectively resigned as trustee?", because of the notarized statement that i just posted a copy of... that was a bank-approved document, they worked it out with my lawyer, it's simple english that anyone out here can...

     • OSV
     • Post #17
     • Yesterday at 1:04 PM
     • Forum: Wills, Trusts and Estate Planning
  3. O

     Questions about Bank trustee behavior in administering our trust.

     among other things, if he's declared incompetent his signature isn't valid on some(all?) of the relevant documents that the bank is requesting his signature on. i think that they have some degree of liability that i don't know about... as my former lawyer put it "i can see why they want those...

     • OSV
     • Post #12
     • Tuesday at 9:25 PM
     • Forum: Wills, Trusts and Estate Planning
  4. O

     Questions about Bank trustee behavior in administering our trust.

     it's certainly good enough to earn you top billing in my ignore filter.

     • OSV
     • Post #5
     • Tuesday at 5:59 PM
     • Forum: Wills, Trusts and Estate Planning
  5. O

     Questions about Bank trustee behavior in administering our trust.

     i posted questions that anyone can express an opinion on, for instance: - is it legal for a trustee in this situation to block all access to trust funds - what is the criteria and procedure for determining mental competency in a special needs trust - is a notarized ACCEPTANCE OF TRUST BY...

     • OSV
     • Post #3
     • Tuesday at 5:35 PM
     • Forum: Wills, Trusts and Estate Planning
  6. O

     Questions about Bank trustee behavior in administering our trust.

     What is the name of your state? MO This is a special needs trust, administered by a bank since 1997. Mom set it up for my older brother, with her money and house as assets. The latest diagnosis of my brother was that he's autistic; never had a job, never had a girlfriend, never married...

     • OSV
     • Thread
     • Tuesday at 4:50 PM
     • Replies: 25
     • Forum: Wills, Trusts and Estate Planning