Webinar

GSB The World of Trusts for Bankers

$275 Wednesday, April 3, 2019 10:00 AM Register

In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite prevalent but there are more types of trusts, many of which are specialized. A well-informed banker needs to have a sound understanding of trusts, and the purpose for the many variations. This webinar provides that information. Key elements include:

  • A  brief history of the genesis of trusts
  • The four necessary elements of a valid trust
  • The key varieties of trusts and the specialized way they work
  • The role of the bank and banker for most trusts
  • Transferring bank accounts to trusts
  • The six critical criteria a banker needs to know
  • How to best protect the bank while serving the client

 


$275 Wednesday, April 3, 2019 10:00 AM Register