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 compliance@crossstate.org 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