The successor trustee/beneficiary is not so much trying to get a total distribution but get it out of the clutches of the current custodian which is a savings bank that pretty much just offers CD's; he would like to move it to a custodian that would offer him more investment options. TIAA-CREF wouldn't take it because it would either have to be titled in the Trust name or a little more old fashioned in the name of his mother with a deceased designation. Also, the current custodian keeps telling him that because they are a California chartered financial institution he will have to pay California state income taxes on any of the distributions even though he is not a California state resident. So, the son-beneficiary-successor trustee is very eager to shed them, and just get it set up elsewhere. He is fairly convinced that TIAA-CREF will not take the account, but was hoping that there might be a mutual fund family that will do so. At least he is comfortable enough financially so he doesn't need the money instantly.
Thank you for your input.

Toby Mandel