Private Client

2. Where is Private Client Services Located?
4. Which college did Pam graduate from? Linfield
6. If you have an Irrevocable trust it must have its own ¬_______.
7. How would you know if someone was a Private Client?
11. There are 2 types of trusts; Revocable & __________.
14. A _____ is a fiduciary relationship in which one person is the holder of the legal title to property subject to an equitable obligation to keep or use the property for the benefit of another.
15. What is Pam’s favorite Football team?

1. Something a Trust cannot own.
2. An Estate account will either have an Executor or a _________ as a role in DNA.
3. What is the best way to send a referral to Private Client?
5. Where is POA information saved?
8. What is Dawn’s favorite NFL team?
9. How many children does Pam have?
10. A TIN must be _______ from the IRS before establishing an Estate Account.
12. An ______ account is a bank account opened specifically for the purpose of administering a person’s estate after they have become deceased.
13. In which month did Dawn start working for Maps?