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How To Review Legal Documents: POAs, Trusts, Guardianships, Estates & More - Details

Session Available from: Oct 20, 2020 12:00 - Jun 17, 2021 12:00
Session Options: Webinar, Recorded, Both Live/Recorded, (US).
Live Session Date: Dec 17, 2020 - Dec 17, 2020
Time: 10:00 - 11:30
Event description:

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

(90-minute webinar – recording also available)

Thursday, December 17, 2020

This is a morning webinar

8:00 AM Pacific                  9:00 AM Mountain

10:00 AM Central     11:00 AM Eastern

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 

DON’T MISS THESE RELATED WEBINARS!

Advanced IRA Beneficiary Issues:
Death Distributions, Trusts & Successors,
Including SECURE & CARES Act Implications
on Tuesday, August 25, 2020

Handling Formal & Informal Trust Accounts:
CIP, Documentation & Compliance
on Monday, November 30, 2020 

Deborah Crawford     MEET THE PRESENTER - Deborah L. 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

  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up

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