Start Date: 1/14/2026 9:00 AM MST
End Date: 1/14/2026 10:30 AM MST
Location:
United States
Finally, a program on Uniform Transfer to Minors Act accounts (UTMA) that focuses on setup, life cycle, and then closure of the UTMA. We will focus on the lessons learned over the years of handling account setup and checks going into the account. These accounts are dictated by state law but have some common themes we can all watch out for. Learn the good, the bad, and the ugly about the UTMA in your state.
