Mar 25

Handling Power of Attorney & Living Trust Documents on Deposit Accounts & Loans

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • 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

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

Powers of attorney and living trust agreements are complex legal documents used to transact business with your financial institution daily. If not handled properly, they can expose your institution to significant risk. This webinar will explain everything you need to know about powers of attorney and living trusts involving deposit accounts and loan transactions. Join us to learn about opening living trust accounts, including account documentation and authorization requirements. Lending to living trusts, including loan documentation and perfection of security interests in trust property, will also be covered.

Attendance certificate provided to self-report CE credits.


  • Various types of power of attorney documents – durable, springing, limited, military, etc. – and when they can be used
  • Differences between an attorney in fact, representative payee, and an authorized or convenience signer
  • Actions the attorney in fact and trustee can and cannot take on behalf of an accountholder
  • Who can sign for the living trust and must all trustees sign the account and/or loan documents?
  • How to reduce risk of loss from powers of attorney and living trusts

    • Items to request when opening a deposit account for a living trust
    • Items to request when lending to a living trust
    • List of important questions to ask when accepting a power of attorney
    • Employee training log
    • Quiz to measure staff learning and a separate answer key


"Living, Grantor & Family Trust Accounts: Common Problems in Account Opening & Lending"
Thursday, June 27, 2019


This informative session will be useful to both deposit and loan operations staff. It will benefit new accounts personnel, loan documentation staff, loan officers, tellers, attorneys, compliance personnel, auditors, and managers.


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.


Spencer Fane LLP
You might be interested in:

We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.