2025-07-09

• Yesterday, Vanessa and I found for each document requiring a medallion-stamp the most recent statement and attached each to the corresponding document.

• I sent email jointly to John Reyes-acevedo at Bank of America and to Michael Charles at Live Oak in order that we might meet this afternoon to converge on precisely what I need to supply to get the medallion-stamps.

• I talked to Michael Charles on the phone before going to meet John at Bank of America.

• Main point is that we do not intend to move money; rather just to change ownership.

• Clarification:

  • The Tax-ID field that I need to fill out in each of the documents is not the EIN for the trust.
  • Rather, the Tax-ID will need to be a new EIN for Mary's estate.

• I ended up meeting with John at Bank of America at 3pm and not calling Michael at Live Oak.

• John talked to the medallion-folk and, when I explained that we intend not to transfer funds but just to change the ownership of the funds, seemed to receive permission to submit the documents for medallion-stamp.
• One possible catch is that the documents were scanned, and the printed copies will be stamped, not the original documents.
• Sent email to Michael Charles to see if that will be good enough.
• If this work, then I shall receive the stamped copies by mail.