Handling Legal Documents: POAs, Trusts, Estates, and Guardianships
During this program, we will look at the high risk involved in fiduciary accounts and the legal documents that come with them. From guardianships to powers of attorney, we will look at the key players, who can do what, and whether you can refuse the account.
Learn how to open these high-level accounts and how to look at the paperwork and involve legal counsel. Some institutions send all paperwork to legal counsel, but many do a first look see and then send to legal when it involves complications. Learn how your procedures may be exposing your institution to risk on these special accounts.
