InstantForum.NET v4.1.4California Society of CPAshttp://forums.calcpa.org/forums@calcpa.orgMon, 21 May 2012 03:52:41 GMT20http://forums.calcpa.org/Topic90-2-1.aspxUsually, the trust assets can only be accessed by a trustee, but if the agent has assets outside of the trust, he or she can usually marshal and use them for the principals' benefit. If your client is the agent, but not the trustee, I suggest he or she consult legal counsel if the parents are unable to change their trust or the successor trustee does not want to transfer assets to him or her.Wed, 01 Mar 2006 12:55:32 GMTJohn Jacobson