Event Calendar

Tuesday, May 14, 2024

Webinar - Minor Accounts In-Depth

Start Date: 5/14/2024 9:00 AM MDT
End Date: 5/14/2024 10:30 AM MDT

Location:
United States 

There tends to be many questions surrounding minor accounts. When can a minor open an account? Is it required/prohibited to have an adult on the account as well? Can a minor withdraw from an account in their name? What if the custodian has not disbursed the UTMA funds and the minor is now 18? Confusion abounds with these and other questions. This webinar will sort out the truths from the myths and provide greater clarity and certainty for those establishing and maintaining these accounts.


 

Preferred Providers