Handling Trusts & Other Fiduciary Accounts 2023 | Credit Union Webinar Network | 12 July 2023 | Webinar
Venue
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| Event Date |
Wed Jul 12 CDT (over 1 year ago)
In your timezone (EST): Wed Jul 12 1:00am - Wed Jul 12 1:00am |
| Location | Webinar |
| Region | Americas |
Details
Many consumers use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and signature card responsibilities. You must also understand the trustee’s authority and duties and your institution’s responsibility and liability. This webinar will cover standard trust-opening procedures and many “dos and don’ts” that arise as trust and accountholder situations change.
Who Should Attend?
This informative session will be useful for new account representatives, service representatives, branch administration, branch operations staff, branch managers, personal bankers, compliance personnel, BSA staff, and anyone who opens new accounts.
Speakers
2023 Speakers
PRESENTED:
Deborah Crawford
Gettechnical, Inc.