Recording - Trusts for Planning, Privacy and Protection - Fa19

Course Length
90 mins

Jim Lethert



Presenter: Jim Lethert, Attorney

This 90-minute program will be presented live on: September 25, 1:00-2:30 p.m. Central Time
Recording available through:  December 25, 2019
Price: $275


In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite prevalent but there are more types of trusts, many of which are specialized. A well-informed banker needs to have a sound understanding of trusts, and the purpose for the many variations. This webinar provides that information. Key elements include:

  • A brief history of the genesis of trusts
  • The four necessary elements of a valid trust
  • The key varieties of trusts and the specialized way they work
  • The role of the bank and banker for most trusts
  • Transferring bank accounts to trusts
  • The six critical criteria a banker needs to know
  • How to best protect the bank while serving the client


Target Audience: Trust department personnel, personal bankers

Shopping Cart

Your cart is empty