How can we streamline trust document tracking?
If the trust is using the SSN of the grantor, and the grantor dies, how soon after death must the trustee obtain an EIN for the trust?
If the trust has two grantors (husband and wife) and one of the grantors dies, is the trust still revocable until the second grantor dies?
What are some common trust exceptions that banks track with ticklers?
I have a check made out to The Doe Family Trust. John Doe is the Trustee for the trust. Can he cash a check made out to the trust being he is the only Trustee for the Trust?
We had a customer who died and his daughters came in a closed a CD that was titled "His name Living Trust." The cash out amount was over $10,000.01 so a CTR must be done. My question is how is it done?
Question: If a person is a signer to an irrevocable living trust, is the Power of Attorney of that signer able to sign on her behalf for that trust?