On June 3, 2003, my Sister and I met with US Bank Employee, Pat Grewe, who was V.P. and Wealth Management Consultant, at a US Bank in Lincoln, NE. We explained what had been done, by US Bank Trustee, John Meyers and that we had spoken with Steve Stroud, who is over the Trustees of NE and IA. As we told the 'Story' of how our Mother was being isolated from the family, he did show concern.
Pat Grewe, did say, 'that a Trustee is to be impartial, to all beneficiaries, of a Trust'. He, also, said that the 'Best and highest Assets should be placed in the Trust'. We explained how Dad had placed the land in the Trust, and the way the Trust was written, it was suppose to stay in the Trust! It was to our understanding that the Trustee was to follow the way the Trust was written and that the Credit Shelter Trust was to be funded accordingly. Plus, the Credit Shelter Trust was funded properly, after Dad had passed, by the Trust Atty, Ron Eich. SO, there was no need for that to be 're-funded' by Trustee, John Meyers and Swanson Law Firm.
Pat Grewe, did say that he would be talking with Steve Stroud and John Meyers. We did not want this to happen to any other family, by a US Bank Trustee.
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