Wednesday, July 6, 2022
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Understanding Revocable and Irrevocable Trust Documents, Webinar

April 13 @ 10:00 am - 12:00 pm CDT

Click Here to Register

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)?