Accounts for Trusts
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 email@example.com and using “Accounts for Trusts Webinar” in the subject line.
This webinar is sponsored by CUNA Mutual Group.