Trust accounts have a way of being challenging from opening to termination. They would be relatively straightforward to handle – if it weren’t for all the unusual requests, from adding a “joint owner” to attempting to deposit checks that are payable to a business. This webinar will also address “informal” or Totten trusts, Uniform Transfers to Minors Act accounts, and share insurance. Join us for this program packed full of trust account dos and don’ts.
Presenter: Mary-Lou Heighes, Compliance Plus, Inc.
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