My Sister-in-Law has dementia and is in an assisted living facility. She is the Grantor for a Trust. Her Sister, my Wife is Trustee and her POA. I am a Successor Trustee and am preparing the Trust 1041. On the Fiduciary Information Worksheet, I entered myself signing as Officer Representing Fiduciary and Title as "Appointed by Trustee". Is that correct/appropriate?
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Technically, your wife is the trustee and should sign (as well as the agent - POA).
Technically, your wife is the trustee and should sign (as well as the agent - POA).
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