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Living Trust and Power of Attorney Lending Compliance for Banks

OnDemand Webinar (68 minutes)

Take an in-depth look at various types of trusts and powers of attorney as well as legal requirements and best practices.Living trusts and powers of attorney are documents which are often presented to banks in the course of doing business. While common to estate planners, these documents are often misunderstood, and care must be taken by banks in reviewing and accepting documents. This information will teach those who work in the banking industry the basics of trusts and powers of attorney, will provide instructions on legal requirements and best practices, and will clear up common misconceptions about trusts and powers of attorney. Basics of lending to trusts and an in-depth look at various types of trusts and powers of attorney are also covered.


Mara M. Erlach, Esq., Greene Radovsky Maloney Share & Hennigh LLP


Trusts and Powers of Attorney


• Types of Trusts

• Trust Basics

• Trust Accounts

• Compliance

• Certifications of Trust

• Appointment of Special Trustee

• Requirements for Execution

• Lending to Trusts

• Death of Trustees

Powers of Attorney

• Types of Powers of Attorney

• Mechanics of Powers of Attorney

• Powers of the Agent

• Prohibited Transactions

• Best Practices for Banks Dealing With Powers of Attorney