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. Previously, she served as an adjunct instructor at Washburn
University School of Law and 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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