Thursday
Dec 17
2020

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

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • Unlimited Connections to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • 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
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10:00 am – 11:30 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

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.

THIS WEBINAR WILL ADDRESS:

  • 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

WEBINAR DETAILS

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.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This timely webinar will benefit deposit operations, deposit compliance, branch operations, BSA, security, and training staff, as well as all branch staff.

TAKE-AWAY TOOLKIT

  • New accounts manual
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

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Monday, November 30, 2020

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Death Distributions, Trusts & Successors,
Including SECURE & CARES Act Implications"

August 26, 2020
Available Now

 

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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