Trust Examiner School - September 2023

Internal Use Only

Stale Estates

18 months or older

Court accounting records

Officer’s Questionnaire

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Internal Use Only

Discretionary/Non-Discretionary

Definitions: •Discretionary ‐ fiduciary makes investment decisions at their discretion for a clients account without the client’s consent for each trade •Non ‐ Discretionary ‐ investment decisions are directed by the client before the transaction takes place

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