![]() If the Trust is revocable, yes, the trust is revocable during the Settlor’s life. You will have the power to trade, purchase and sale but won’t be permitted to redeem or withdraw assets from the investment account(s) The Trustee, as the legal owner of the trust assets, including the investment accounts under the trust, might issue a Limited Power of Attorney for you to act as an Authorized Agent of the Trustee in the account(s). You may send your W-8BEN-E to assets are under a Trust, will I continue managing the investments as done as of today with my Investment Consultant?
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