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.
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
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Different types of power of attorney documents
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What an attorney-in-fact can and can’t do
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Adding an attorney-in-fact to an account
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When do powers of attorney cease
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Guardianships—court ordered accounts and documentation
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Do’s and Don’ts of guardianships
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How to set up guardianship accounts
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Estate Accounts: Letters Testamentary and Letters of Administration
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Answers to common questions on how to set up and handle accounts after the death of the holder
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Executors, Administrators, Guardians, Power of Attorney and other fiduciaries—authority, liability and necessary paperwork
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Social security representative payee and veteran accounts
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Government benefit accounts signature card set up
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Customer Identification Program requirements for all fiduciary accounts
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Uniform Transfer to Minors Act (UTMA)
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Trust Accounts
Logistics
- 90 minutes (Travel Free) delivered over the Internet.
Unlimited listeners per connection - bring the entire department.
Q&A session with the expert.
Special Feature: If you register for this webinar and cannot attend, you will be able to access a one-time instant replay without charge for up to 90 days after the date of the webinar.
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.
What is a webinar?
A webinar is a live Internet based seminar. Webinars are a way for participants in many different locations to see and hear a presentation and view PowerPoint slides. You can also have your colleagues attend the webinar using one connection.
What kind of equipment do I need?
You will need a computer with an Internet connection (high speed service such as DSL or cable works best) and a telephone. You may listen to the webinar through your computer speakers, in which case you will not need to use a telephone connection. Internet access is not required for phone-only participants, but you will not be able to see the speaker’s slides.
How can I share the webinar with my colleagues who may not be able to attend the event?
CDs of each program will be available for sale and can be shared with your business associates.
Can I get a copy of the PowerPoint slides used in the webinar?
The PowerPoint slides will be available on the materials page link in the confirmation email that will be sent to you no later than the morning of the day a webinar is presented.
How do I ask a question during the webinar? Will my question be answered during the presentation?
A question and answer session will be scheduled at the end of each webinar. You can then ask a question by typing it into the question box that will be provided to you duringthe webinar. You may also ask a question through the telephone connection. As many questions as possible will be answered during the Question and Answer period.