Memorial Fund

Posted By: RBanker

Memorial Fund - 07/27/12 04:01 PM

Anyone have a good procedure for documenting, opening and maintaining a memorial fund account?
Posted By: rlcarey

Re: Memorial Fund - 07/27/12 04:19 PM

Yeah - don't do it unless it has been properly established, i.e, an appropriate trust account.
Posted By: Elwood P. Dowd

Re: Memorial Fund - 07/30/12 05:18 PM

Mary Beth and Sam collaborated on this article a few years ago. It's a great resource.