Minor Accounts Options & Transactions

May 2, 2023
Live Webinar
DateMay 2, 2023Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Further details will be available 45 days prior to the webinar date.

Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

WEBINAR DETAILS

There are so many questions regarding minor accounts.  Who can set one up?  When are minors allowed to transact or prohibited from transacting?  What about issuing ATM cards, debit cards, or checks?  This webinar will explore the different types of minor accounts – UTMAs, informal or Totten trusts, accounts for minors with income from sports or entertainment, and more.  In addition, it will tackle some of the stickier issues, such as whether to allow or require an adult as a joint accountholder, who has authority over a UTMA when a custodian dies, considerations for issuing access devices (cards and other EFT services), and what happens if the minor dies.

Presented By

Mary-Lou HeighesMary-Lou Heighes
Compliance Plus, Inc.

This Webinar Appears In

© 2022 FINANCIAL EDUCATION & DEVELOPMENT, INC