Event Calendar

Wednesday, July 12, 2023

Webinar - Handling Trusts & Other Fiduciary Accounts

Start Date: 7/12/2023 9:00 AM MDT
End Date: 7/12/2023 10:30 AM MDT

United States 

Many consumers 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 institution’s responsibility and liability. This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trust and accountholder situations change.


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