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DTSTART;TZID=America/New_York:20250429T000000
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DTSTAMP:20260415T212949
CREATED:20250317T194428Z
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UID:10000091-1745884800-1745884800@ncbankers.org
SUMMARY:IRA Beneficiary Payouts Workshop
DESCRIPTION:Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop\, you will learn the most important questions to be asked to solve the more complicated scenarios.
URL:https://ncbankers.org/event/ira-beneficiary-payouts-workshop/
CATEGORIES:Customer Service,Deposit,Deposit Accounts,IRAs,OnCourse Webinars,Reporting,Teller,Trusts
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DTSTART;TZID=America/New_York:20250417T000000
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DTSTAMP:20260415T212949
CREATED:20250317T194357Z
LAST-MODIFIED:20250317T194828Z
UID:10000081-1744848000-1744848000@ncbankers.org
SUMMARY:Demystifying Trusts: Establishing Deposit Accounts and Loans
DESCRIPTION:Financial institutions are required to complete transactions for customers who have created revocable and irrevocable trusts. To protect your financial institution’s interests when using these documents\, it is imperative to understand the basic do’s and don’ts. \nThis presentation will provide best practices for dealing with these complex legal documents\, including establishing the relationship\, changing titles\, and performing loan and deposit transactions. We’ll also cover what happens when the trust co-owns an account with another trust or person. This webinar does not provide detailed information on any particular state’s laws.
URL:https://ncbankers.org/event/demystifying-trusts-establishing-deposit-accounts-and-loans/
CATEGORIES:Compliance,Customer Service,Deposit,Lending,OnCourse Webinars,Risk Management/Legal,Trusts
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