Private Client

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Across
  1. 3. Something a Trust cannot own.
  2. 7. How would you know if someone was a Private Client?
  3. 8. What is the best way to send a referral to Private Client?
  4. 10. In which month did Dawn start working for Maps?
  5. 12. What is Dawn’s favorite NFL team?
  6. 13. 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.
Down
  1. 1. There are 2 types of trusts; Revocable & __________.
  2. 2. How many children does Pam have?
  3. 3. Which college did Pam graduate from? Linfield
  4. 4. Where is Private Client Services Located?
  5. 5. A TIN must be _______ from the IRS before establishing an Estate Account.
  6. 6. Where is POA information saved?
  7. 9. What is Pam’s favorite Football team?
  8. 11. An ______ account is a bank account opened specifically for the purpose of administering a person’s estate after they have become deceased.
  9. 13. If you have an Irrevocable trust it must have its own ¬_______.