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How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More

Dec 17 2:00 PM - Dec 17, 2020 3:30 PM
Dec 17, 2020 2:00 PM - 3:30 PM
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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’ts and walk away with a massive manual on new accounts.

Learning Objectives

  • Statutory durable POAs
  • What POAs cover
  • Reviewing trust agreements
  • Guardianship court orders and letters
  • Executor dos and don’ts
  • Custodians, representative payees, and VA fiduciaries

This webinar will look at key elements of the legal documents and fiduciary accounts financial institutions open. Why are institutions taking such big losses on these accounts? What actions or inactions cause issues? What can each type of fiduciary do – or not? What happens at death? Join one of the financial industry’s top experts to learn more about fiduciary roles and what paperwork should accompany them.

Agenda

Speakers

Deborah L. Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Baton Rouge-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.

Location

Fees

$259.00

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes access from up to three locations, making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Compliance
  • Member Service
  • Live Webinars
  • Fraud, Security & Technology
  • Operations