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Trust Talks: 10 Things You Need to Know About Opening Trusts

Before you open trust accounts, maybe there are some basics you need to know about them!

OnDemand
Recorded Tuesday,
November 4th, 2025
Presented by Deborah Crawford
1h 30m total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Deposit Accounts
  • Deposit Compliance
  • Trusts
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • New Accounts Representative
  • Private Banker
  • Teller
  • Training Manager
  • Trainer

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This is a beginning level webinar on the basics of trusts and how to open them. Learn who the players of a trust are and what each of them do.

Understand how the IRS uses SSN for some and EINs for others. Why do customers have trusts, and what is our role in this process as a financial institution?

What You'll Learn

  • What is a trust?
  • Who are the players?
  • Why does the IRS use SSN for some and EIN for others?
  • Why do customers come to financial institution branches to open these?
  • What paperwork should we keep?
  • How do we style the account?
  • Who are the signers?
  • What disclosures do we give out?
  • And much, much more…

Who Should Attend

This session is ideal for new accounts, tellers, branch managers, training, deposit operations, compliance, and retail management.

Deborah Crawford

Instructor Bio

Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

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