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Brother has supplemental needs trust. I am trustee. Called special needs trust l I need for bank. They said I have to ask questions of the banker officer in charge of the trust. I do have any banker in charge - just me. The bank said there was a man I could talk to to help me. But the bank doesn't have any men there. So the 800 line people make me frustrated. I have to go in bank make appointment with banker to find out name of man so I can make appointment with him.

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The people in special needs are experts as far as I know. I was transferred to that department on the phone. If the person I was transferred to was a Secretary then she should have told me that. I thought I was talking to a specialist.
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Barbara, a secretary can't give you even general information about this stuff. 
It's above her pay grade and likely she would be disciplined, even fired for doing so. 
What kind of work do/did you do, Barbara? I'm sure you understand that if you are at a school, waiting for a parent teacher conference, that a school aide can't give you even general information about the curriculum, for example. 
Make your appointment and go have a chat. Take yourself out to lunch afterwards.
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I would have to wait until the only banker there can talk to me. If they are with a customer I could be sitting there a long time. Small bank. But I have no choice. Plus, I didn't feel like the person working in special needs department couldn't at least talk to me a little. I was talking in generalities. Not asking what to do specifically with my brothers money. Too much frustration last few days with lawyer keep asking for estate information from mom's estate that I didn't have or had to get quickly.
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Barb, is it really so hard to go into the bank to make an appointment?
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