Trusts and POAs
12/12/2021
In what situations can an attorney in fact be allowed to transact on behalf of a trustee?
Mary Beth Guard is one of the four co-founders of BankersOnline and is now Editor Emeritus, after more than 16 years of serving as Executive Editor. She was instrumental in the creation and expansion of BankersOnline, as well as the launch more than a decade ago of BOL Conferences, Inc. and its continued operation and growth. Mary Beth is also the director of BankCompliance.com, the subscription-based compliance service now being offered online. Also, Mary Beth serves as CEO of Glia Group, Inc., which produces BOL Learning Connect. For nearly four decades, Mary Beth has utilized her background as an attorney to focus on banking industry issues, first as general counsel for the Oklahoma State Banking Department, then as general counsel for the Oklahoma Bankers Association, prior to her work with BankersOnline.
Mary Beth has presented training programs for virtually every major national financial industry association, as well as more than a dozen state bankers associations and a host of other organizations. She is a frequent presenter of webinars and seminars. In addition, Mary Beth has written more than a thousand banking-related articles and is BOL Guru #1.
You can contact Mary Beth via email at mbguard@bankersonline.com or by telephone at (405) 272-1642.
12/12/2021
In what situations can an attorney in fact be allowed to transact on behalf of a trustee?
12/05/2021
Do all husband and wife trusts become irrevocable upon the death of one of them?
11/28/2021
If the trust is using the SSN of the grantor, and the grantor dies, how soon after death must the trustee obtain an EIN for the trust?
11/21/2021
If there is more than one grantor/trustee, as in a joint trust, upon the death of the grantor whose SSN was used, can the SSN of the surviving grantor then be used?
11/14/2021
If the trust has two grantors (husband and wife) and one of the grantors dies, is the trust still revocable until the second grantor dies?
11/07/2021
If a check is made payable to the minor or the custodian on behalf of the minor, can the custodian cash it?
11/07/2021
Customer has a trust and a will. Customer dies. Which one controls what happens to the account?
10/31/2021
Can an individual rescind a UTMA account that he or she set up for a minor?
10/27/2021
Do IRS Levies fall under the jurisdiction of the Right to Financial Privacy Act?
10/24/2021
Our state law permits minors to open bank accounts. Do we have to allow a twelve-year-old to open a checking account?