Accounts for Trusts

July 13, 2022 | 2:00 pm to 3:30 pm
Free Webinar
Register Here

Event Information

Please join CrossState for a free webinar on the topic of Trust Accounts, presented by PA Attorney Kate Deringer Sallie with Pillar+Aught and NJ Attorney Michael DuPont with McKenna, DuPont, Stone & Washburne, P.C.  This webinar will include some of the following areas and more:

  • Types of trusts and parties to a trust
  • Account opening
  • Proper handling when a party to the trust dies
  • Proper handling when a successor trustee takes over
  • Closing a trust account

There will be a Q&A session at the end of the webinar.  Questions may be submitted in advance by emailing and using “Accounts for Trusts Webinar” in the subject line.

This webinar is sponsored by CUNA Mutual Group.

Speaker Bios

Kate Deringer Sallie

Michael DuPont