Deposit Account Series:
Advanced New Account Issues:
POAs, Trusts, Estates & More
(90-minute webinar – recording also available)
Monday, March 23, 2020
12:00 PM Pacific 1:00 PM Mountain
2:00 PM Central 3:00 PM Eastern
Don’t let opening fiduciary accounts intimidate you. Whether living trusts, POAs, or estates, you can learn how to request and review the necessary legal documents. Deepen your knowledge about these special deposit accounts.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Open accounts that have fiduciary relationships
- Know what paperwork to require when verifying status
- Avoid the pitfalls of these new accounts
- Understand titling and IRS reporting issues
- Identify what a fiduciary can and cannot do
WEBINAR DETAILS
From living trusts, to estates, to powers of attorney, experienced new account staff are now receiving complex legal documents to open accounts. How do you review and handle legal documents? How can accounts be opened safely? Why are some institutions losing millions on fiduciary accounts? This webinar will explore some of the advanced issues when opening deposit accounts. It is designed for staff with several years of experience with opening deposit accounts.
WHO SHOULD ATTEND?
This timely webinar will benefit branch personnel, new accounts staff, tellers, branch managers, branch operations personnel, deposit compliance staff, and trainers.
TAKE-AWAY TOOLKIT
- New account handbook
- Employee training log
- Interactive quiz
 MEET 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.
Please note: The live webinar option allows you to have one internet connection (from a single computer terminal). You may have as many people as you like listen and watch from your office computer.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
- LIVE WEBINAR
The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that allows entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
- RECORDED WEBINAR + FREE DIGITAL DOWNLOAD
Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.
The recorded webinar may ONLY be ordered for 6 months following the live webinar. In addition, the download must be completed within 6 months of the live webinar date.
- BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD
Options 1 and 2 described above.
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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