New York Deposit Documentation

This Session: July 11, 2018, Albany, NY

What is the difference between “joint with rights of survivorship” and “tenants in common”? What is a revocable living trust and how do we document it? Do we really need a corporate resolution? How do we open accounts for minors? Have you or someone at your institution asked these questions and others like them? If so, don’t miss this seminar. The focus is on the day the account is opened. It provides hard to get state law requirements for ownership and documentation.

Click here to download the brochure.

Click here to register online (see NYBA Member Special Pricing Instructions below).

HOW TO RECEIVE SPECIAL PRICING for NYBA MEMBERS:
1. Mail or Fax using the brochure
2. Online: enter code 18NYB25
3. By phone: reference code 18NYB25

CHARGE PAYMENTS ONLY: 
FAX: 502-451-6755
PHONE: 800-523-4778, Select Option 1 ( or Ext. 205 or 235) 
www.probank.com

When
7/11/2018
Where
Albany, NY
Online registration not available.

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