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Living Trust Documents,Webinar

November 15, 2018 @ 10:00 am - 12:00 pm CST

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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)?