Handling POAs, Trusts, Estates at New Accounts
About This Course
During this Course we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institution—what should your staff do and know. These are high risk accounts often with huge losses to your financial institution.
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.
This course is covered under team memberships.
See Team Memberships