2025 Demystifying Trusts: A Guide to Establishing Deposit Accounts and Loans for Kansas Bankers - February 27th

Brochure
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Program Agenda
Program - 2:00 p.m. - 4:00 p.m.


Kansas bankers are frequently required to complete transactions for customers who have created revocable and irrevocable trusts. To protect your bank's interests when using these documents, it is imperative to understand the basic do's and don'ts. This presentation will provide best practices for dealing with these complex legal documents, including establishing the relationship, changing titles, and performing loan and deposit transactions. The session will also cover what happens when the trust co-owns an account with another trust or person. This webinar will provide detailed information about Kansas trust law.

Topics Include:

  •  Revocable vs. irrevocable trusts
  • Living trust vs. testamentary trust
  • Issues when there are co-trustees for the trust
  • When a successor trustee can do business for the trust
  • Relationship between Power of Attorney and trust documents
  • Trusts as safe deposit box holders

Who Should Attend
Bank employees involved with opening new accounts, deposit or loan documentation, and operations, as well as bank attorneys, will find this webinar very useful.

Program Presenter
Terri D. Thomas, J.D.,  EVP/COO, Kansas Bankers Association
With over 40 years of banking experience, Terri brings real world instruction delivered in an upbeat and relaxed style.

Registration fees are based off the bank/company asset size. Registration fees are per bank/company, not individual. This fee includes all bank/company locations in Kansas.

We understand that circumstances arise requiring cancellation. Once you receive the electronic confirmation and materials, there will be NO refunds. There is no limit to the number of employees that can attend the virtual session from your institution. Please register using the COMPANY login ID and password when registering more than one individual. If you have more than one attending, please email Natalie Wareham at nwareham@ksbankers.com. No video or audio recording allowed.