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Re: Least Expensive Corporate Trustee

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taxed and spent

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May 11, 2015, 11:50:03 PM5/11/15
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<honda....@gmail.com> wrote in message
news:e47fb0b6-c5c2-400d...@googlegroups.com...
> Can anyone recommend a financial institution for its inexpensive fees for
> being a Co-Trustee?
>
> US Bank has been the corporate trustee for this trust. Their service is
> poor; a legal notice requiring a legal consent or refusal due at a certain
> time was sent over two years late; less than prompt call back service;
> trying to push around the other co-trustees to churn stocks; addressing
> all by first name, like we are all buddies. We're not.
>
> I noticed their tune changed when I was working with an impoverished
> relative. Service went from being poor to being abusive.
>
> US Bank's fees amount to about 1.4% of the principal each year. Vanguard
> seems about 25% cheaper.
>

Is there not a family member that can do this, obtaining and paying for
legal advise when necessary?

honda....@gmail.com

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Jun 26, 2015, 1:20:04 PM6/26/15
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On Monday, May 11, 2015 at 9:50:03 PM UTC-6, taxed and spent wrote:
> <honda.lioness> wrote in message
Hi, the terms of the trust require one corporate trustee.

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