CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Financial
institutions are required to complete transactions for customers who have
created revocable and irrevocable trusts. To protect your financial
institution’s interests when using living trust documents, it is imperative
to understand the basic do’s and don’ts. This presentation will provide
financial institution personnel with best practices to use when dealing
with these complex legal documents.
Covered
Topics:
- What are the differences between revocable and
irrevocable trusts?
- What does it mean when a trust is called a “living
trust” versus a “testamentary trust?”
- How does the financial institution establish the
relationship, including changing titles and performing transactions
(loans or deposits)?
- How many co-trustees does it take to bind the
trust?
- When can a successor trustee do business for the
trust?
- Can a power of attorney be used with a trust document?
- Can a trust own a safe deposit box?
- Can a trust co-own an account with another trust
(or person)?
Who
Should Attend?:
Financial
institution employees involved with opening new accounts, deposit or loan
documentation and operations. Please
forward email to appropriate person(s).
Instructor:
Terri
Thomas is Senior VP and
Legal Department Director for the Kansas Bankers Association. Prior to
this, she was with "Bankers Choice," a financial consulting firm.
Before this, Terri was employed in the financial industry for over
twenty-three years in various capacities. Most notably, she served for
fourteen years as in-house legal counsel and trust officer for Bank of
America and its Kansas predecessors. Receiving her Bachelor of Arts degree from
Kansas State University in 1985, Terri continued her education at Washburn
University School of Law and obtained her Juris Doctor in 1988. Currently,
she serves as an adjunct instructor at Washburn University School of Law.
She has previously been an adjunct instructor at the University of Kansas
School of Law, and is a frequent presenter for banking schools and
financial associations.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the written
materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2: OnDemand
Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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