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Reply to "How to invest a bunch of cash?"
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[quote=Anonymous]Trusts can be very complicated. My husband and I have set up irrevocable generation skipping trusts but we have investment accounts set up a 2-3 firms such as Fidelity with those investment titled under the trust names and dates. It's easy if you are the trustee of a trust. If a bank is the trustee of the trust that can make things very complicated if the trust'a goal is to be income producing which limits your options. My mother was the beneficiary of a trust where the trustee was a bank that ended up being sold a bunch of times and it was impossible to make any changes until we got a lawyer involved who had to prove to the state that the trust wasn't being well managed. [/quote]
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