Opening Fiduciary Accounts-- Powers of Attorney, Guardians, Estates and More

Duration: 90 minutes

Speaker: Christy Crawford

 

Bonus for Each Registrant:The webinar speaker will answer one written question that you may submit by email within one week after the webinar.

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Webinar Description

Your account holder, a governmental agency or a court has named someone to act on the account holder’s behalf in a fiduciary role because the holder is unable to act due to death or incapacity.  What supporting paperwork must the fiduciary bring to open or manage an existing bank account?  During this webinar we will review the set-up, documentation and legal issues involved in these high risk accounts.  You will learn how to style/name these accounts and get the signature card perfect every time.  Learn who owns the funds and who else has legal access to the funds. This webinar will give you the information you need to handle these intricate accounts.


Agenda

 

Logistics

This event will be presented live with a PowerPoint presentation to be viewed on your computer. You may listen to the audio of the webinar by telephone or through your computer. The PowerPoint slides will be provided shortly before the event. Once you register, you will receive an email which is your receipt and which includes your instructions for dialing in and logging on. You will also receive an email reminder 24 hours before the webinar.