Opening Trusts & Fiduciary Accounts

From living trusts to conservatorships and everything in between, this webinar will systematically walk through all of the requirements for handling trust and fiduciary accounts. It will cover accounts such as revocable and irrevocable living trusts, informal/Totten trusts, Uniform Transfer to Minor Accounts, minor trusts/Coogan accounts, representative payees and VA federal fiduciaries, and court-ordered conservatorship and guardianship accounts. For each account type this program will address account opening, ownership, transactions, fiduciary and financial institution responsibilities, tax reporting, insurance coverage, and termination/payout of accounts.

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