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OnDemand Course

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.

Runtime: 69 minutes
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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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More Program Information

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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on December 27, 2018.

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

  • CA MCLE 1.0
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
     
  • WA CLE 1.25
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.25 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404470
Published 2018
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Available in Multiple Formats

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