Webinar

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

$245 Thursday, December 17, 2020 10:00 AM Register

Do you get hives when legal documents are presented on deposit accounts? The cure is to learn the key elements of various fiduciary roles and the required documentation. Learn the dos and don’ts and walk away with a massive manual on new accounts.

THIS WEBINAR WILL ADDRESS:

  • Statutory durable POAs
  • What POAs cover
  • Reviewing trust agreements
  • Guardianship court orders and letters
  • Executor dos and don’ts
  • Custodians, representative payees, and VA fiduciaries

WEBINAR DETAILS

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Why are institutions taking such big losses on these accounts? What actions or inactions cause issues? What can each type of fiduciary do – or not? What happens at death? Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.

WHO SHOULD ATTEND?

This timely webinar will benefit deposit operations, deposit compliance, branch operations, BSA, security, and training staff, as well as all branch staff.

TAKE-AWAY TOOLKIT

  • New accounts manual
  • Employee training log
  • Interactive quiz

ABOUT THE PRESENTER – Deborah Crawford, Gettechnical Inc.
Deborah Crawford is the president of Gettechnical Inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

TIME: 10:00 - 11:30 AM CT

REGISTRATION OPTIONS:

  • Live Webinar - $245
  • Recorded Webinar and Digital Download - $245 plus tax
  • Live Webinar, Recorded Webinar and Digital Download - $320 plus tax

$245 Thursday, December 17, 2020 10:00 AM Register