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10 Common Errors on the UTMA Webinar


During this webinar, we will try to eliminate the myths and errors banks make with the Uniform Transfer to Minors Act (UTMA).

What You’ll Learn

Account set up

Who can gain access

What happens when the child reaches the age of majority

What happens if the custodian dies

What happens if the minor dies

What is the estate of a minor

What can the funds be used for

How should the checks be styled that are deposited into the account

How to end the relationship and custodial arrangement

Who Should Attend
New Accounts, Personal Bankers, Branch Staff, BSA, Compliance, Operations, Training and anyone who sets up and manages account relationships.