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Trust Accounts - E3

Course Description

This course offers a thorough exploration of trust accounts, focusing on their benefits and the parties involved. Employees will learn the differences between formal and informal trusts, as well as revocable and irrevocable trusts. The course also covers the steps to open trust accounts, including documentation and verification requirements.

55 Minutes
Series: New Account Opening Essentials
Roles: New Employees
Course Format: E3

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