Understanding Revocable and Irrevocable Trust Documents 2019 | Total Training Solutions | 26 November 2019 |
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| Event Date | Tue Nov 26 EST (about 5 years ago) |
| Region | All |
Details
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.
Who Should Attend?
Financial institution employees involved with opening new accounts, deposit or loan documentation and operations.
Speakers
2019 Speaker
Terri D. Thomas
Director, Kansas Bankers Association Legal Department