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| Opening New Accounts Part III: Trust and Fiduciary |
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| Start Date: | 2/13/2018 | Start Time: | 1:30 PM |
| End Date: | 2/13/2018 | End Time: | 3:30 PM |
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Event Description:
Formal, Informal, Revocable, Irrevocable, Minor Custodial Accounts, Court Ordered Accounts - what does it all mean? It never fails to raise the panic level when someone dumps a binder full of legal documents on your desk and requests to open a trust account, estate account or an account for a minor. This two hour webinar, which is Part 3 of a three part series, will delve into the responsibilities of collecting appropriate documentation, providing ownership options, titling accounts correctly, and allowing proper access to Trust, Fiduciary and Minor accounts not only during lifetime but at the death of a signer as well.
It is highly recommended you have a copy of your financial institution's account agreement and signature card to use as a reference during the session. |
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Website Link:
https://www.bankwebinars.com/2687/opening-new-accounts-part-iii-trust-and-fiduciary?idAff=81962&entityDomainId=3&secure=False |
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