<div dir="ltr"><div class="gmail_default" style="font-size:small">Trust Fees are determined by the Bank (for example small estate fee-a percentage of the total assets). Yes, the Trust Department can administer the Trust and also hold the assets in the same bank.</div></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Mon, Jan 12, 2026 at 10:04 AM Mark Anderson <<a href="mailto:marka@mbaesq.com">marka@mbaesq.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-6774740085802512619">





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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,32,96)">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?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,32,96)"><u></u> <u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:12pt"><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,32,96)">Mark B. Anderson<br>
</span></b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(0,32,96)">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" target="_blank"><span style="color:rgb(0,32,96)">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/" target="_blank"><span style="color:rgb(0,32,96)">www.mbaesq.com</span></a><b><u></u><u></u></b></span></p>
<p class="MsoNormal" style="margin-bottom:12pt"><b><span style="font-size:10pt;font-family:"Arial Narrow",sans-serif;color:rgb(0,32,96)">CONFIDENTIALITY NOTICE<br>
</span></b><span style="font-size:10pt;font-family:"Arial Narrow",sans-serif;color:rgb(0,32,96)">This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Corporate Trustee<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Columbia Trust or BECU are great options.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></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)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:12pt;font-family:Arial,sans-serif;color:blue">virginia@aplawfirm.com</span></a></span><span style="font-family:Arial,sans-serif;color:black"><br>
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 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>
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</span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:10pt;font-family:Arial,sans-serif;color:blue">virginia@aplawfirm.com</span></a></span><span style="font-size:10pt;font-family:Arial,sans-serif;color:black">.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">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" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Corporate Trustee<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">I'm looking for a Corporate Trustee. Grandchildren's Trust small estate $5 million<u></u><u></u></p>
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