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Living Trust and Power of Attorney Lending Compliance for Banks

Take an in-depth look at various types of trusts and powers of attorney as well as legal requirements and best practices.

Living trusts and powers of attorney are documents which are often presented to banks in the course of doing business. While common to estate planners, these documents are often misunderstood, and care must be taken by banks in reviewing and accepting documents. This information will teach those who work in the banking industry the basics of trusts and powers of attorney, will provide instructions on legal requirements and best practices, and will clear up common misconceptions about trusts and powers of attorney. Basics of lending to trusts and an in-depth look at various types of trusts and powers of attorney are also covered.

69 minutes
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Trusts and Powers of Attorney

Trusts

  • Types of Trusts
  • Trust Basics
  • Trust Accounts
  • Compliance
  • Certifications of Trust
  • Appointment of Special Trustee
  • Requirements for Execution
  • Lending to Trusts
  • Death of Trustees

Powers of Attorney

  • Types of Powers of Attorney
  • Mechanics of Powers of Attorney
  • Powers of the Agent
  • Prohibited Transactions
  • Best Practices for Banks Dealing With Powers of Attorney
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on December 27, 2018.

Call 1-866-352-9540 for further credit information.

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mara M. Erlach

Mara M. Erlach

Greene Radovsky Maloney Share & Hennigh LLP

Mara M. Erlach, Esq.

  • Senior counsel at Greene Radovsky Maloney Share & Hennigh LLP, in San Francisco
  • Practices exclusively in the field of estate planning and trust administration
  • Conducts regular seminars and presentations on estate planning topics
  • Author of several publications related to estate planning law
  • Member of the California State Bar, San Francisco Bar Association (Trusts and Estates Section) and the San Francisco Estate Planning Council
  • J.D. degree, UC Davis School of Law, 2002
  • Can be contacted at 415-248-1520, 415-981-1400 or [email protected]
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404470
Published 2018
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