Trust Examiner School eBook

Review Notes

Prior Notes Date/Time/Name 12/28/2020 11:48:41 AM CT Prior Notes Administrative Sign Off

Prior Notes Date/Time/Name 12/28/2020 11:48:41 AM CT Prior Notes Xxx is 77 years old. She had a stroke a year ago and is in a nursing home in xxx. She receives 2000 monthly for nursing home and misc expenses.

Investment objective is income w/growth.

Prior Notes Date/Time/Name 12/26/2019 01:11:19 PM CT Prior Notes Administrative Sign Off

Prior Notes Date/Time/Name 12/26/2019 01:11:19 PM CT Prior Notes

xxx is the income beneficiary of the xxx trust. She suffered a stroke last year and is in a nursing home. Bank has had three meetings with xxx, POA and daughter, CPA, xxx and attorney, xxx to review and discuss cash needs and cash flow of assets in and out of trust. It was determined and agreed that the trust would incur 20 percent of expenses and 80 percent of expenses would be incurred from xxxx's personal assets.

See file for agreement

Prior Notes Date/Time/Name 12/17/2018 02:56:11 PM CT Prior Notes Administrative Sign Off

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

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