Do you know how to handle access to funds after a death?
This webinar will lay out the procedures you need to have in place to help your customers’ family members who come to you after the death, without placing your institution at risk.
- Summary of probate and transferring assets
- Official notice of a customer’s death
- Non-probate transfers
- Joint Accounts
- Marital Accounts
- Transfers by Affidavit
- Bank statutory protections
- Agency and business accounts
- Sole proprietorships
- Death of trustees
- Death of other fiduciaries
Who Should Attend: New accounts personnel, personal bankers, customer service representatives, tellers, compliance officers, branch managers, retail managers, operations staff, and anyone else who deals with deposit accounts.
Registration: This webinar will consist of 90 minutes of instruction and 30 minutes for live questions and answers. The registration fee of $325 plus sales tax provides one phone line connection, access to the live webinar presentation, and one year of access to the webinar recording. Additional phone line connections for your institution may be purchased for $100/connection.
Refund Policy: A refund, less a $25 administrative fee, is provided for cancellations requested on or before Oct. 25, 2019.
Paul Schmidt, Partner, Boardman & Clark LLP
Paul’s estate planning clients are primarily individuals living in Wisconsin or Florida who appreciate the importance of comprehensive planning to transition their financial estates to their children or other heirs in the event of incapacity or death. Paul helps these clients set up effective plans for the management of their estates. He also advises them on estate tax matters.
When probate and trust administration are needed, Paul provides sound legal guidance to institutional and individual trustees and personal representatives. He also represents heirs and other beneficiaries in resolving conflicts that arise during probate and trust administration. In the area of elder law, Paul assists his clients in navigating the new challenges faced by our aging population, including the need for guardianships and assisted living arrangements.
Scott Birrenkott, Assistant Director – Legal, Wisconsin Bankers Association
Scott Birrenkott provides WBA members with current information on the banking industry’s constantly changing regulatory, legislative, and judicial requirements. Scott is a frequent contributor to WBA publications and comment letters, and regularly presents at WBA educational programs. In addition, Scott actively assists the WBA Government Relations Department by reviewing and drafting legislation. Scott received his Bachelor of Arts from the University of Wisconsin – La Crosse, and his J.D. from Marquette University Law School. He is a member of the State Bar of Wisconsin.