Trust Examiner School eBook

Questions/Responses/Comments Administration - Are alerts established for appropriate cash positions in anticipation of recurring distributions? Yes

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

Administration - Are all interested parties listed in the name/address records? Yes

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

Administration - Are we co-trustee with someone? No

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

- Are trade advices going to the co-trustee?

- What is the reason trade advices are NOT being sent to the co-trustee?

- Is written documentation on file for trade activity?

Administration - Have all discretionary distributions made since last review been ratified through OTC? Yes

(Date/Time/UserID 12/28/2020 11:47:00 AM xxx)

Administration - Is the synoptic information current? Yes

(Date/Time/UserID 12/28/2020 11:46:59 AM CT WB14013)

Administration - Is there evidence of conflicts of interest -bank employee receiving personal benefit- in the account? No

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

7/21/2021 4:41:49 PM EDT

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