The registration period is from Oct 19, 2021 12:00 to Jun 1, 2022 12:00
Your Depositor Has Died: Actions To Take, Mistakes To Avoid - Details
Registration for this event is open from: Oct 19, 2021 12:00 to Jun 1, 2022 12:00

Where: Live Webinar, On-Demand Webinar, BothNorth Dakota

Date: Dec 1, 2021

 
Add to calendar /education-events/event/1507/Your-Depositor-Has-Died--Actions-to-Take--Mistakes-to-Avoid?Itemid114= 2021-12-01 10:00:00 2021-12-01 11:30:00 0 Your Depositor Has Died: Actions to Take, Mistakes to Avoid Your Depositor Has Died: Actions to Take, Mistakes to Avoid ... North Dakota - - YYYY/MM/DD

Event description:

Your Depositor Has Died:

Actions to Take, Mistakes to Avoid

(90-minute webinar – available live or on-demand)

 Wednesday, December 1, 2021

This is a morning webinar

8:00 AM Pacific                  9:00 AM Mountain

10:00 AM Central     11:00 AM Eastern

What duties must be performed after an accountholder dies?  Who can access the deposit accounts?  What changes can be made?  What about taxes, the will, and dealing with the family?  If you don’t have all the answers, this is the webinar for you. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Review scenarios before you receive Letters Testamentary
  • Find and use small estate affidavits
  • Know how to pay out POD/ITF accounts
  • Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
  • Have conversations with family members after death

WEBINAR DETAILS

This program will take you on a journey through all types of deposit accounts and explain how to handle them at death.  What are the risks?  Can you take names off accounts? What happens with tax reporting?  Many legal questions will be asked and answered during this intensive webinar.  Join us to learn the actions to take and mistakes to avoid.

WHO SHOULD ATTEND?

This informative session is designed for deposit operations staff, deposit compliance personnel, branch managers, new accounts representatives, and all deposit personnel. 

TAKE-AWAY TOOLKIT

  • New accounts manual with flowcharts on death procedures and a summary of how to handle each type of deposit account ownership at death
  • Employee training log
  • Interactive quiz 

DON’T MISS THIS RELATED WEBINAR!

Safe Deposit Issues: Delinquency, Death & Abandonment

on Wednesday, March 10, 2021 

Deborah Crawford     MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Virginia/Florida 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. On-Demand 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

 

Endorsed Members

Poster8.5x11

Annual Convention

Save the date for the 56th Annual ICBND Convention and Exposition August 13-14, 2024 at the Bismarck Hotel & Conference Center in Bismarck!  Please watch for more information to come.

 

Click Here 
ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.
Click Here

ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here

 Poster8.5x11

Annual Convention

Save the Date for the 56th annual convention on August 13-14, 2024 at the Bismarck Hotel & Conference Center in Bismarck!

Click Here

ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here