Calendar of Events

Living Trust Documents

11/28/2017, 1:30 PM to 3:30 PM

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Living Trust Documents


Presented by Terri D. Thomas
Tuesday, November 28th, 2017
1:30 pm - 3:30 pm CT
 

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)?
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