Envelope-to: kelly.andrews@tessol-inc.com
Delivery-date: Thu, 07 Jul 2022 17:00:29 -0500
From: "Thieme, Daniel" <DThieme@littler.com>
To: "Dean Moore (dean.moore@edwardjones.com)" <dean.moore@edwardjones.com>
CC: "Kelly Andrews (kelly.andrews@tessol-inc.com)"
	<kelly.andrews@tessol-inc.com>
Subject: Question re Dan Thieme Irrevocable Trust Transfer Instructions
Thread-Topic: Question re Dan Thieme Irrevocable Trust Transfer Instructions
Thread-Index: AdiSTIwJBJWaCOlUQDyNyqg9X5Ci0Q==
Date: Thu, 7 Jul 2022 22:00:12 +0000
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Hi, Dean.  The transfer form lists my Edward Jones account type as "Trust -=
 Living (Irrevocable)".  It should not be a living trust account, it should=
 be an irrevocable trust account.  That should make it the same account typ=
e as my Fidelity account, whereas the Transfer In Form seems to say the acc=
ount types are different.  Give me a ring to discuss, please.  Dan  206.910=
.5913

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<p class=3D"MsoNormal">Hi, Dean.&nbsp; The transfer form lists my Edward Jo=
nes account type as &#8220;Trust &#8211; Living (Irrevocable)&#8221;.&nbsp;=
 It should not be a living trust account, it should be an irrevocable trust=
 account.&nbsp; That should make it the same account type as my Fidelity
 account, whereas the Transfer In Form seems to say the account types are d=
ifferent.&nbsp; Give me a ring to discuss, please.&nbsp; Dan&nbsp; 206.910.=
5913<o:p></o:p></p>
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