TRUST OFFICER PANEL
On Demand Seminar
ITEM #:  1719341801   |   EVENT CODE:  249060    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$125.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
This seminar is not currently available for online purchase

ONLINE

Available 24/7

To claim CLE credit, view by:  November 12, 2019

Note that Minnesota-licensed attorneys may earn up to 15 hours of their 45-hour requirement each reporting period by viewing on demand seminars. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Trust Officer Panel

Originally presented:  September 8, 2017     |     Course length:  2.0 hours

Hear from an experienced panel of trust officers with key insights on the following topics: the UTC in practice from a corporate fiduciary perspective; discretionary distributions (use of budgets, doing a "deeper dive" into the definition of maintenance and support, etc.); the acceptance process of new accounts (trust language considerations, unique assets, concentrations, etc.); and corporate fiduciary policies surrounding the aging process (powers of attorney, vulnerable adults, the need for guardians and/or conservators, etc.).

– Carissa W. Brown; The Northern Trust Company
– Barbara Mitchell; U.S. Bank Private Client Reserve
– Sarah N. Sonday; Trust Point, Inc.
– Ann M. Wilczynski; Marquette Asset Management
– Trisha A. Vicario; U.S. Bank Private Client Reserve (moderator)

$125

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. Most scholarships awarded are 50% off the seminar price. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE has applied to the Minnesota State Board of CLE for 2.0 standard CLE credits. The maximum number of total credits you may claim for attending this program is 2.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$125.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
This seminar is not currently available for online purchase
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