Trust Examiner School - September 2023

Internal Use Only

Contingent Liabilities - Types • Contravention of Trust • Commingling • Prudent Investor Rule • Real Estate & Mortgages • Deposits with Self • Acts without Consent/Approval • Failure to Invest

15

Internal Use Only

Conflicts of Interest

Interest Bearing Deposits

Stocks or Obligations

Insider Investments

Broker Relationships

16