Description:

In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite prevalent but there are more types of trusts, many of which are specialized. A well-informed banker needs to have a sound understanding of trusts, and the purpose for the many variations. This webinar provides that information. Key elements include:

  • A brief history of the genesis of trusts
  • The four necessary elements of a valid trust
  • The key varieties of trusts and the specialized way they work
  • The role of the bank and banker for most trusts
  • Transferring bank accounts to trusts
  • The six critical criteria a banker needs to know
  • How to best protect the bank while serving the client

Target Audience: 

Trust department personnel, personal bankers