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Re: adding trust to existing credit union accounts
- To: "http://www.ainerfraker.com/~john" <http://www.ainerfraker.com/~john>
- Subject: Re: adding trust to existing credit union accounts
- From: Noelle <noelle>
- Date: Sat, 2 Jun 2018 12:24:59 -0700 (PDT)
- User-agent: Alpine 2.11 (DEB 23 2013-08-11)
Robert tried changing the ownership of his accounts with Keypoint
Credit Union to the trust, but they insisted that the accounts be
changed from individual accounts to joint accounts.
We told them that we would get back to them.
What should we say to them to convince them not to "change the
nature" of these accounts?
Thanks.