Handling Trusts & Other Fiduciary Accounts

July 12, 2023
Live Webinar:
DateJul 12, 2023Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Further details will be available 45 days prior to the webinar date.

Attendance certificate provided to self-report CE credits

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


Your accountholder, the federal government, or a court has named someone to legally act on their behalf.  Now what?  What can these caregivers and fiduciaries do?  What supporting paperwork must each provide?  This detailed program will review the setup, documentation, and legal issues involved in these high-risk accounts.  You’ll learn how to style these accounts and get the signature card perfect – every time.

Presented By

Debbie CrawfordDeborah Crawford
Gettechnical, Inc.

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