Name: Controlling the Risks of Power of Attorney Documents
Start: 2024-04-24
End: 2024-04-24

Controlling the Risks of Power of Attorney Documents

Relationships among the customer, the attorney-in-fact, and the financial institution
Durable vs. non-durable Power of Attorney
Determining if a Power of Attorney is general or limited
Steps to protect your institution when relying on a Power of Attorney
Language to look for in the Power of Attorney document when completing a transaction for the attorney-in-fact
Power of Attorney revocation guidance
Attorney-in-fact representations a financial institution can typically rely on
Handling out-of-state Powers of Attorney

Financial institution employees involved with opening new accounts, deposit or loan documentation, and operations will find this webinar very useful.

Controlling the Risks of Power of Attorney Documents