Re: adding trust to existing credit union accounts

[robert <http://dummy.us.eu.org/robert>]

Looks like Alliance is open on Sat:

 https://www.yelp.com/biz/alliance-credit-union-where-I-live-4

Let's plan on going there and also to Keypoint?

 > From: Noelle <noelle>
 > Date: Thu, 31 May 2018 13:48:42 -0700 (PDT)
 >
 > On Thu, 31 May 2018, http://www.ainerfraker.com/~john wrote:
 >  > Hi Noelle,
 >  > 
 >  > The 5 year rule doesn't apply to Trusts that qualify as
 >  > conduit/pass-through Trusts.  Article 14 of your trust governs the
 >  > handling of qualified retirement plans to make sure they qualify.
 >  > 
 >  > For all non-qualified accounts - I recommend having them owned by the
 >  > Trust now.  If you are alive but incapacitated, you want to make it
 >  > seamless for your successor trustee to have access to your money to
 >  > pay for your health care, etc.  Putting the accounts in trust now is
 >  > the best way to accomplish this.
 >