2020 Opening Trust Accounts Webinar Recording

Member Fee:  $165
Non-Member Fee:  $265

Speaker:  Debbie Crawford, gettechnical, Inc.

Many customers use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the trustee(s) authority and duties and your bank’s responsibility and liability. This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trusts and account holder situations change. We will look at state specific issues including LDPS on trust accounts.
When
5/20/2020 - 11/20/2020

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