[WSBAPT] Additional/Limited Trustees?

[Jayne Marsh Gilbert]

I would do a simple amendment and maybe a certificate of Trust for the bank

On Wed, May 21, 2025 at 8:26 AM Lynn Clare <lynnclare at clarelawfirm.com>
wrote:

> 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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