06/24/2013
Can a Trustee or Successor Trustee designate an authorized signer on the trust's banking accounts who is not listed in the trust document?
06/03/2013
If someone has a plenary guardianship should the checks issued for the ward be deposited into a guardianship account and then disbursed or can the guardian cash them?
05/13/2013
Once the minor beneficiary of a TUTMA account reaches the age of 18, is it the bank's responsibility to close out the account or transfer it to the ownership of the beneficiary?
04/22/2013
Can the guardian set up a Uniform Gift to Minors acct as a DDA instead of a savings?
04/08/2013
I have an account with a POD - the only owner on the account is incapacitated and the account will now have a conservator. What would the proper procedure be in handling the POD?
04/01/2013
Can a client deposit a check payable to their Trust into an account titled in their name only?
02/18/2013
Can a Trustee deposit a personal check payable to themselves into their trust account, since they are Trustee?
02/04/2013
I am a Client Service Rep opening & maintaining checking, savings & CDs. I have a joint account between two customers, Jack & John. John has power of attorney over Jack. John has signed a Relinquishment removing Jack from the accounts, leaving him owner. Is this proper allowing John to do this?
11/05/2012
Can and Executor/Administrator cash a check payable to the deceased?
10/08/2012
Can a check with a payee: John Doe TTEE Jane Doe Rev Tr be cashed by the named payee?