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CASES IN FINANCE – EPISODE 10: Understanding Mobile Money: “The Trust Account Conversation”

Mensah\xa0“Our prosperity as a nation depends upon the personal financial prosperity of each of us as individuals.” — George S. ClasonThe quote lingered in Michael’s mind as he crossed the faculty ...
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My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep funds ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.