Private Client

2. How many children does Pam have?
3. What is Pam’s favorite Football team?
4. If you have an Irrevocable trust it must have its own ¬_______.
6. How would you know if someone was a Private Client?
8. A TIN must be _______ from the IRS before establishing an Estate Account.
9. Something a Trust cannot own.
12. An Estate account will either have an Executor or a _________ as a role in DNA.
14. Where is POA information saved?
15. Where is Private Client Services Located?

1. An ______ account is a bank account opened specifically for the purpose of administering a person’s estate after they have become deceased.
2. 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.
5. In which month did Dawn start working for Maps?
7. There are 2 types of trusts; Revocable & __________.
10. Which college did Pam graduate from?
11. What is the best way to send a referral to Private Client?
13. What is Dawn’s favorite NFL team?