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re: Question for OT lawyers or health care professionals.

Posted on 8/9/22 at 10:47 am to
Posted by Abstract Queso Dip
Member since Mar 2021
5878 posts
Posted on 8/9/22 at 10:47 am to
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.
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