Webinars - Live

Handling Formal & Informal Trust Accounts: CIP, Documentation & Compliance

11/30/2020 | 3:00 pm - 4:30 pm ET
Level: N/A
Category:
Webinars - Live
Cost: $200.00
Contact: Susan Erlandson at serlandson@mainecul.org

Confident or quaking? What’s your response when someone wants to open a trust account? Can you answer questions about existing trusts? Do you run to a coworker, or do they run to you? This webinar will be brimming with expert advice about opening and handling trust accounts. Learn the details, dos, and don’ts to vastly increase your confidence quotient the next time trust questions arise.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Better understand what a trust is
  • Set up a trust
  • Look for key details in the trust for its lifecycle
  • Understand complicated document language
  • Write trust procedures for your institution

For more information or to register CLICK HERE