Barb Bass, Vice President of Education/HRD
Revocable trust, living trust, custodial trust…oh my! This program will step back and look at trusts, answering who, what, why, and how.
We will review:
• What is a trust account?
• Most common types of trust accounts including informal, revocable, irrevocable, custodial, living, guardianships and UTTMAs
• What to look for when establishing a living trust account
• Compliance issues related to trusts
• NCUA coverage
WHO SHOULD ATTEND
MSR management, MSRs, Tellers, and anyone dealing with trust accounts