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Living Trusts
(Presented by Mary Beth Guard)
Your customer announces he and his wife have had living trusts drafted for each of them, plus a family trust. Now they're asking you to do something squirrelly, like set up a joint tenancy account with right of survivorship between the two individual trusts. What should you do? 
| WEBINAR TIME:
11:30 - 1:30PM PT
12:30 - 2:30PM MT
1:30 - 3:30PM CT
2:30 - 4:30PM ET |
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The growing popularity of living trusts poses challenges and issues for financial institutions, from documentation requirements to determining the proper TIN.
Why Should You Attend?
The worst feeling in the world is when you're faced with a task you feel ill-equipped to handle. Many bankers feel that way when it comes to helping customers who have created living trusts. This Webinar will supply you with the information you need to confidently handle such accounts.
What Can You Expect To Learn?
What documentation you need to obtain - and why;
What TIN to use;
How to style the account;
What questions to ask;
How FDIC deposit insurance applies;
How recent changes to the FDIC rules impact living trust accounts;
Whose signatures you need;
Who else can sign on the account;
The interplay between a power of attorney and a living trust;
What happens when the grantor dies;
Why it's imperative to know whether it is revocable or irrevocable;
The Speaker:
Mary Beth Guard currently serves as Executive Editor of BankersOnline.com and CEO of Glia Group, Inc., Mary Beth has had a long and distinguished career, graduating from law school in 1980. She has focused her work exclusively on the banking industry since 1984. Previously, Mary Beth served as EVP/General Counsel and COO for the Oklahoma Bankers Association, EVP of Specialized Services for Thomson Financial Publishing, and General Counsel for the Oklahoma State Banking Department. Mary Beth is on the advisory board for Bankers' Hotline and Compliance Action, as well as on the editorial board for ABA Bank Compliance magazine. She has presented training programs for virtually every major national financial industry association, as well as more than a dozen state bankers associations and a host of other organizations. In addition, Mary Beth has written more than a thousand banking-related articles and is a BOL Guru.
More information...
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888-229-8872