A Banker’s Guide to Powers of Attorney 2021 | Wisconsin Bankers Association | 16 November 2021 | Webinar
Venue
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| Event Date |
Tue Nov 16 CST (about 3 years ago)
In your timezone (EST): Tue Nov 16 11:00am - Tue Nov 16 1:00pm |
| Location | Webinar |
| Region | Americas |
Details
Covered Topics:
• What are the relationships among the customer, the attorney-in-fact and the financial institution?
• What is the difference between a durable and non-durable power of attorney?
• How does a financial institution determine if a power of attorney is general or limited
• What steps must a financial institution take to protect itself when relying on a Power of Attorney?
• What language should the financial institution look for in the Power of Attorney document when completing a transaction for the attorney-in-fact?
• How is a Power of Attorney revoked and when is that revocation binding on the financial institution?
• What transactions create the greatest risks for financial institutions relying on power of attorney documents?
• What attorney-in-fact representations may a financial institution typically rely upon?
• How should a financial institution handle out-of-state powers of attorney?
Who Should Attend?
Financial institution employees involved with opening new accounts, deposit or loan documentation and operations will find this seminar very useful.
Speakers
Terri D. Thomas, JD
Director, Kansas Bankers Association Legal Department