Handling Power of Attorney & Living Trust Documents on
Deposit Accounts & Loans 

Webinar OR Recorded Webinar + Free Digital Download

Wednesday, March 27, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

Powers of attorney and living trust agreements are complex legal documents used to transact business with your financial institution daily.  If not handled properly, they can expose your institution to significant risk.  This webinar will explain everything you need to know about powers of attorney and living trusts involving deposit accounts and loan transactions.  Join us to learn about opening living trust accounts, including account documentation and authorization requirements.  Lending to living trusts, including loan documentation and perfection of security interests in trust property, will also be covered. 

HIGHLIGHTS

• Who can sign for the living trust and must all trustees sign the account and/or loan documents?
• Actions the attorney in fact and trustee can and cannot take on behalf of an accountholder
• Differences between an attorney in fact, representative payee, and an authorized or convenience signer
• Various types of power of attorney documents – durable, springing, limited, military, etc. – and when they can be used
• How to reduce risk of loss from powers of attorney and living trusts
• TAKE-AWAY TOOLKIT
• Items to request when opening a deposit account for a living trust
• Items to request when lending to a living trust
• List of important questions to ask when accepting a power of attorney
• Employee training log
• Quiz to measure staff learning and a separate answer key

DON’T MISS THIS RELATED WEBINAR!

Living, Grantor & Family Trust Accounts: Common Problems in Account Opening & Lending

on Tuesday, June 25, 2019

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session will be useful to both deposit and loan operations staff.  It will benefit new accounts personnel, loan documentation staff, loan officers, tellers, attorneys, compliance personnel, auditors, and managers.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

   ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP

Elizabeth Fast is a partner with Spencer Fane LLP where she specializes in the representation of financial institutions.  Elizabeth is the head of the firm’s training division.  She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University.  In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant.  Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions.  She is a member of the Missouri State Banking Board by appointment of the Governor.

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.

1. 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. 

2. 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. 

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE