Trusts have been around a lot longer than the modern banking system. Yet this month, we've had two banks (well, one mortgage lender and one credit union) who act like they've never heard of a Revocable Living Trust or a Special Needs Trust and can't seem to figure out just how Trusts operate, much to the detriment of their customers/our clients.
If you've set up a Trust, or you're Trustee of a Trust for someone else's benefit, and you're getting flack from a bank about setting up accounts, investments, or transferring assets, give us a call at 253.858.5434 to find out how we can help you "educate" these financial institutions to do right by their customers.