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Registration for this event is open from: | Apr 11, 2019 12:00 - Dec 25, 2019 12:00 | |
Where: | Webinar, Recorded, Both Live/Recorded, (US). | |
Date: | Jun 25, 2019 - Jun 25, 2019 | |
Time: | 02:00 - 03:30 | |
Event description: | ||
Living, Grantor & Family Trust Accounts:Common Problems in Account Opening & LendingWebinar OR Recorded Webinar + Free Digital Download Tuesday, June 25, 2019 12:00 pm – 1:30 pm Pacific 1:00 pm – 2:30 pm Mountain 2:00 pm – 3:30 pm Central 3:00 pm – 4:30 pm Eastern Do you know that a trust is a separate legal entity from the grantor and trustee? Many individuals treat trust property like their own property – which is not correct. The trust is a separate legal entity, even if it uses the grantor’s Social Security number. Opening a deposit account for, or lending to, a trust is completely different from providing those services to an individual. A loan may not be valid against the trust, and your institution could be held liable for the funds in the account if a mistake is made. This webinar will explain the proper documentation and information that must be obtained before opening accounts for trusts, including determining who is authorized to transact business. It will also clarify the necessary loan documents you must obtain and everything else that must be understood before lending to trusts, including determining whether the trust has the power to borrow money and/or pledge trust assets. HIGHLIGHTS
WHO SHOULD ATTEND? This informative session will be useful to both deposit and loan operations, including new accounts personnel, loan documentation staff, loan officers, tellers, attorneys, compliance personnel, auditors, and managers. DON’T MISS THIS RELATED WEBINAR! Handling Power of Attorney & Living Trust Documents on Deposit Accounts & Loans on Wednesday, March 27, 2019 All webinars are available for six months after broadcast Please note: The live webinar option allows you to have one internet connection (from a single computer terminal). You may have as many people as you like listen and watch from your office computer. ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor. THREE REGISTRATION OPTIONS Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that allows entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely. The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
Options 1 and 2 described above. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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