Formal and Informal Trusts, Revocable and Irrevocable Trusts, LLC owned by a Revocable Trust, POD Accounts, Minor, UTMA Custodial Accounts, Court Ordered Accounts, Guardianships, Estates, Representative Payee, and Veterans Administration Fiduciary - what does it all mean? Why are living trusts so popular? What is a Testamentary Trust? It never fails to raise panic 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. To compound the complexity, on many occasions, the actual owner of the funds is not present. This two-hour comprehensive webinar will discuss the responsibilities of collecting appropriate documentation, correctly titling accounts, and allowing proper access to Trust, Fiduciary, and Minor accounts not only during the lifetime, but at the death of a signer as well.
Opening New Accounts: Documentation and Compliance - Fiduciary, Trust and Estate Accounts
This two-hour webinar 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.