Financial institutions are required to complete transactions for customers who have created revocable and irrevocable trusts. To protect your financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts. This presentation will provide financial institution personnel with best practices to use when dealing with these complex legal documents.
The "Understanding Revocable and Irrevocable Trust Documents" has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Users must connect to the streaming individually and enter their name and email for reporting purposes. Accreditation is valid for one year from the date of the event. To receive a certificate, email Streaming@OnCourseLearning.com.
Who Should Attend
Financial institution employees involved with opening new accounts, deposit or loan documentation and operations.
"A semester of law school summed up in 2 hours - my kind of webinar." - Lucas Miller, Bay State Savings Bank
"This was one of the best summaries of the basics of trusts that we have attended. We really appreciated your plain language explanation of how power of attorney and trust documents interact. Thank you!" - Lynette Vos, Retail Banking Manager, First National Bank of Hartford
Understanding Revocable and Irrevocable Trust Documents has been approved for 2 CAMS credits. Credits are redeemable for Live attendance only. Credit is for Live attendance only. Accreditation is valid for one year from the date of the event. For questions on certificates, please email firstname.lastname@example.org.