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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">What rate should a Trust expect to pay for a corporate Trustee? And will or should that rate be affected if the corporate Trustee is also the financial institution
in which the Trust’s investments are being managed?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060;mso-ligatures:standardcontextual">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060;mso-ligatures:standardcontextual">ANDERSON LAW FIRM PLLC<br>
821 Dock Street, Suite 209, PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p>
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this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Virginia Antipolo-Utt<br>
<b>Sent:</b> Friday, January 9, 2026 12:51 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Corporate Trustee<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Columbia Trust or BECU are great options.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Virginia C. Antipolo-Utt<br>
Antipolo & Paul Law Firm, P.S.<br>
2825 Colby Avenue, Suite 203<br>
Everett, WA 98201<br>
(425) 303-9100, ext. 111<br>
(425) 258-9685 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:blue">virginia@aplawfirm.com</span></a></span><span style="font-family:"Arial",sans-serif;color:black"><br>
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">_______________________________________<br>
Under recently issued IRS regulations, we must inform you that any US tax advice contained in this message was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under federal tax law. By regulation,
a taxpayer cannot rely on professional advice to avoid federal tax penalties unless that advice is reflected in a comprehensive tax opinion that conforms to strict requirements.<br>
_______________________________________<br>
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</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">virginia@aplawfirm.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jayne Marsh Gilbert<br>
<b>Sent:</b> Friday, January 9, 2026 12:01 PM<br>
<b>To:</b> listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Corporate Trustee<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I'm looking for a Corporate Trustee. Grandchildren's Trust small estate $5 million<o:p></o:p></p>
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