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Wednesday, September 23, 2020

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

Start Date: 3/23/2020 1:00 PM MDT
End Date: 9/23/2020 2:30 PM MDT


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: (303) 832-2000

Advanced New Account Issues: POAs, Trusts, Estates & More
1:00 pm – 2:30 pm MT

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.
 
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
  • New account handbook
  • Employee training log
  • Interactive quiz
 
  MEET THE PRESENTER
Deborah Crawford
Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 
 
Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs. 


THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. Recorded Webinar Includes
  • Available 6 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 institution
  • Presenter’s contact info for follow-up
 3. Purchase the BOTH Option to receive all the benefits listed above!