Karen S. Koehn, CTCP
Vice President
Wealth Management Compliance Officer
INTRUST FINANCIAL CORPORATION
Wichita, Kansas
No doubt we are all familiar with the acceptance of cash and securities
in-kind into our Wealth Management accounts. But what do you do when
you are faced with “OTHER” assets? Acceptance of Farm, Ranch,
Commercial, and Residential Real Estate and Mineral Interests has
become fairly routine to many of us. But what do you do when you are
faced with the acceptance of race-horses, antique furniture, a historic
log-cabin, or worse…?
Join Karen Koehn in this interactive group discussion as we talk about
and explore what to look for when accepting “Unusual Assets”. This is a
Town Hall format, designed not for lecture or reviewing prepared
slides. This will be a roll-up your sleeves, lively discussion as
together we look for ways to identify and minimize risk.
