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Registration for this event is open from: | Aug 5, 2020 12:00 - Mar 10, 2021 12:00 | |
Where: | Webinar, Recorded, Both Live/Recorded, (US). | |
Date: | Sep 10, 2020 - Sep 10, 2020 | |
Time: | 02:00 - 03:30 | |
Event description: | ||
10 Lessons Learned When a Depositor Dies(90-minute webinar – recording also available) Thursday, September 10, 2020 12:00 PM Pacific 1:00 PM Mountain 2:00 PM Central 3:00 PM Eastern Complications abound when an accountholder dies. A vast array of legal and compliance rules impact account ownership, access, whether checks can be paid or deposited, and more. Attend this illuminating webinar and learn to confidently handle these delicate issues during a very difficult time. AFTER THIS WEBINAR YOU’LL BE ABLE TO:
WEBINAR DETAILS Your accountholder passed away and the family is grieving. Yet, in the midst of remembering and honoring a life, the legal and compliance clock is ticking. In most states, checks can only be paid for 10 days after the date of death. When your depositor dies, many issues and questions arise. Who can have account information? Who owns the account? Can the account be accessed? What happens with powers of attorney and authorized signers? Can the spouse of a sole proprietor continue to access the account? What about that last tax refund check? Is the account still insured? Can a check be written to a funeral home? What about the checks coming in to pay funeral expenses? Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when a depositor dies. WHO SHOULD ATTEND? This webinar is designed for service representatives, branch administration, branch managers, tellers, training and development staff, compliance personnel, and anyone who handles consumer deposit accounts. TAKE-AWAY TOOLKIT
DON’T MISS THESE RELATED WEBINARS! 2020 Deposit Account Series 10 Lessons Learned When a Borrower Dies on Wednesday, November 18, 2020 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. THREE REGISTRATION OPTIONS – WHAT YOU GET 1. Live Webinar Includes
2. Recorded Webinar Includes
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here. 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. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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