BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 13.3//EN BEGIN:VTIMEZONE TZID:Central Standard Time BEGIN:STANDARD DTSTART:20231102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Central Standard Time TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20230301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Central Daylight Time TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION: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&rsquo\;ts and walk away with a massive manual on new accounts. \nLearning Objectives\n\n S tatutory durable POAs\n What POAs cover\n Reviewing trust agreements \n Guardianship court orders and letters\n Executor dos and don&rsqu o\;ts\n Custodians\, representative payees\, and VA fiduciaries\n\nThis webinar will look at key elements of the legal documents and fiduciary ac counts financial institutions open. Why are institutions taking such big l osses on these accounts? What actions or inactions cause issues? What can each type of fiduciary do &ndash\; or not? What happens at death? Join one of the financial industry&rsquo\;s top experts to learn more about fiduci ary roles and what paperwork should accompany them. DTEND:20201217T213000Z DTSTAMP:20240329T064756Z DTSTART:20201217T200000Z LOCATION: SEQUENCE:0 SUMMARY:How to Review Legal Documents: POAs\, Trusts\, Guardianships\, Esta tes & More UID:RFCALITEM638472736761687267 X-ALT-DESC;FMTTYPE=text/html:
Do you get hives when legal documents are p resented on deposit accounts? The cure is to learn the key elements of var ious fiduciary roles and the required documentation. Learn the dos and don &rsquo\;ts and walk away with a massive manual on new accounts.
\nL earning Objectives
\nThis webinar will look at key elements of the legal doc uments and fiduciary accounts financial institutions open. Why are institu tions taking such big losses on these accounts? What actions or inactions cause issues? What can each type of fiduciary do &ndash\; or not? What hap pens at death? Join one of the financial industry&rsquo\;s top experts to learn more about fiduciary roles and what paperwork should accompany them.
END:VEVENT END:VCALENDAR