Wednesday
Mar 25
2020

Deposit Account Series: Advanced New Account Issues: POAs, Trusts, Estates & More

Registration Options & Pricing

Please select your membership status.


Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available two Business Days Following Live Date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
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9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Don’t let opening fiduciary accounts intimidate you. Whether living trusts, POAs, or estates, you can learn how to request and review the necessary legal documents. Deepen your knowledge about these special deposit accounts.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Open accounts that have fiduciary relationships
  • Know what paperwork to require when verifying status
  • Avoid the pitfalls of these new accounts
  • Understand titling and IRS reporting issues
  • Identify what a fiduciary can and cannot do

WEBINAR DETAILS

From living trusts, to estates, to powers of attorney, experienced new account staff are now receiving complex legal documents to open accounts. How do you review and handle legal documents? How can accounts be opened safely? Why are some institutions losing millions on fiduciary accounts? This webinar will explore some of the advanced issues when opening deposit accounts. It is designed for staff with several years of experience with opening deposit accounts.

Attendance certificate provided to self-report CE credits.

Save with this series!

WHO SHOULD ATTEND?

This timely webinar will benefit branch personnel, new accounts staff, tellers, branch managers, branch operations personnel, deposit compliance staff, and trainers.

TAKE-AWAY TOOLKIT

  • Open accounts that have fiduciary relationships
  • Know what paperwork to require when verifying status
  • Avoid the pitfalls of these new accounts
  • Understand titling and IRS reporting issues
  • Identify what a fiduciary can and cannot do

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Gettechnical Inc.
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