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Opening UTMA Accounts

Opening UTMA Accounts

Instructor:

John Burnett

Standard Price:
Regular price $299.00
Sale price $299.00 Regular price
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    You’ve got customers at your desk who want to open an account for their new baby girl. Grandparents, uncles, aunts, and friends have been very generous, and the young couple wants to deposit $5,000 in checks and cash they’ve received in the account. Everything they say suggests they have no immediate plans for the money but want to ensure it will “be there for her” when the need arises.

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