Handling Powers of Attorney In Depth

Know what to accept, what to question, and when to act. This webinar will give employees a step-by-step framework for handling powers of attorney, managing account access, recognizing termination events, and identifying warning signs of elder fraud and financial abuse.

When your accountholder legally designates an agent through a power of attorney, what does that mean for you? This presentation will be a step-by-step look at how to handle power of attorney from entry into the branches to placement on the accounts. Learn the critical dos and don’ts on using POAs on all types of accounts and ownership. Learn when POAs activate and when they terminate. And most importantly, how to watch for red flags when a power of attorney is being abused for elder fraud and other crimes.

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