Event Registration

Reviewing Legal Documents: POAs, Trusts, Guardianships, Estates and More

Description:

Register by October 16th and take advantage of our Early Bird Pricing!

All registrations to Compliance Resource webinars include five live connections AND the recording of the webinar (guaranteed for one year).

WHAT

During this webinar we will look at key elements of the documents and fiduciary accounts you are opening.  Why are banks taking such big losses on these accounts?  What do we do right and wrong to cause these issues?  What can each type of fiduciary do and not do?  What happens at death?   We will focus on what these fiduciary jobs are and what paperwork accompanies them.

PROGRAM CONTENT

Upon Completion of this program you'll understand:

  • Statutory Durable POAs
  • Understanding what POAs cover
  • Reviewing trust agreements
  • Guardianship Court Orders and Letters
  • Executor Do’s and Don’ts
  • Custodians, Representative Payees and VA Fiduciary

WHO

This program is designed for Deposit Operations, Deposit Compliance, Branch Operations, BSA, Security, Training and all branch staff.

PRESENTER

Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has over 30 years of combined teaching and banking experience

*This program will start at 11:00 AM EST, 10:00 PM CST, 9:00 AM MST, or 8:00 AM PST

**Recording Available

This webinar will be recorded and sent to all registrants.  You will receive links to the recording following the program.  These recordings have unlimited viewings and are available for up to one year.

Register by October 16th and take advantage of our Early Bird Pricing!

If you are receiving an error message when attempting to register, we recommend using a modern browser (not Internet Explorer).  Users have reported issues since Internet Explorer stopped being supported by Microsoft. For best results, attempt using Google Chrome, Microsoft Edge or Mozilla Firefox.

 

Price: $325.00

Start Time: 11:00 am
End Time: 1:00 pm

Date: December 1, 2020

Registration Details

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