Webinar: Opening Trust Accounts: Documentation, Authority, Liability
Many accountholders use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP and account card responsibilities. You must also understand the trustee(s) authority and duties, as well as your credit union's responsibility and liability. This webinar will cover standard trust-opening procedures and many questions that arise as trusts and accountholder situations change.
About This Session:
This webinar will cover the following topics: