[WSBAPT] Additional/Limited Trustees?

[Lynn Clare]

All

A former client just asked if it was possible to amend a trust to add his
adult children (who are already successor trustees and the ultimate
beneficiaries of their living trust) as active trustees for the limited
purpose of handling transactions at a single bank.

I don't see any reason why this couldn't be done with a simple trust
amendment, but will you all point out any potential pit falls I might not
be seeing. I have never had this come up before.

Lynn Clare
Clare Law Firm
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