14 Aug, 2021 → by ClaimboUser921595
Corporate Trust Department

1

The Stanley Z. Greenberg Marital Trust (Key Bank #SUCC CO_TIA 0753701) commenced in March 2004 with Key Bank named as Corporate Trustee. Since 2019, I have been questioning the depleting of funds with little or no help from the Trustee. During my (and my chilldren's) investigation we prepared a spreadsheet composed of information provided in the Quarterly Statements supplied by Key Bank, dating back to its inception. From this spreadsheet we discovered a possible answers might be overpayment of federal taxes as well as excessive fees . In December, 2020, I was informed by the Attorney who prepared the original document (and he was informed via email from the Trustee) that neither I nor anyone in my family was to have anything to do with anyone in the Key Bank Trust Department. Without any contact from the Bank since that time, $24, 212 appeared in the second quarter statement of this year as a "refund 2015, 2016 Federal Taxes. I have no idea what is going on and still have other unanswered questions . I was "fired" as a client!
Helpfull? 0 votes

Post your comment:



Do you want to help? Probably you've just been in a similar situation, know the solution and want to help? Perhaps you are just a kind person who has advice on the merits. Please write your comment — you can do a good breed.

If you are actual Representative of KeyBank you can contact the user using the comment form and help resolve the situation. The user can always mark his complaint as "resolved". Maintain your brand image, it is FREE.

Copyright © 2023 CLAIMBO.COM. All rights reserved.