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re: Question for OT lawyers or health care professionals.
Posted on 8/9/22 at 10:47 am to Jim Rockford
Posted on 8/9/22 at 10:47 am to Jim Rockford
What kind of money are we talking about here. Private client banking can sometimes help facilitate this. Limited POA is also an option as others have mentioned.
If substantial amount of money Banks have trust departments that have fiduciary duty and obligation to the client that will pay bills and do all kinds of stuff. Local banks probably have a lower threshold. Not sure about credit unions.
If substantial amount of money Banks have trust departments that have fiduciary duty and obligation to the client that will pay bills and do all kinds of stuff. Local banks probably have a lower threshold. Not sure about credit unions.
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