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Thursday, December 17, 2020

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

Start Date: 12/17/2020 9:00 AM MST
End Date: 12/17/2020 10:30 AM MST


Organization Name: Independent Bankers of Colorado

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

How to Review Legal Documents: POAs, Trusts, Guardianships, Estates & More ***MORNING WEBINAR***
9:00 am – 10:30 am MT

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.
 
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!
Advanced IRA Beneficiary Issues:
Death Distributions, Trusts & Successors,
Including SECURE & CARES Act Implications

on Tuesday, August 25, 2020
 
Handling Formal & Informal Trust Accounts:
CIP, Documentation & Compliance

on Monday, November 30, 2020

 
  MEET THE PRESENTER
Deborah L. 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
  • Unlimited connections within your institution 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
  • Recording of the Live Webinar
  • Available two 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!