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Compliance

 

Webinar: Accepting Powers-of-Attorney on Deposit Accounts

 

Thursday, April 3, 2014

2:00 - 3:30 pm CST

 

Speaker: Elizabeth Fast, JD, CPA, Spencer Fane Britt & Browne, LLP

 

About the Program

Powers-of-Attorney are complex legal documents used to transact business with your credit union on a daily basis. If not handled properly, they can expose your credit union to significant liability and risk. This webinar will explain everything that you need to know about accepting powers-of-attorney on deposit accounts, including the more difficult situations involving joint account owners, multiple attorneys-in-fact, misconduct by an attorney-in-fact, and death of the principal. Learn the steps your credit union can take to reduce risk when dealing with powers-of-attorney.

 

HIGHLIGHTS

  • Various types of power-of-attorney documents – durable, springing, limited, military, etc.
  • Difference between a power-of-attorney and a Social Security representative payee
  • Difference between a power-of-attorney and an authorized signer or convenience signer
  • Can a trustee appoint a power-of-attorney?


Related Files
Printable Brochure (Adobe PDF File)

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