Louisiana Deposit Accts Study Part 2: Fiduciary Accts (Web)

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This is part 2 of a 4 part study. Registration is per webinar or recording. 
Louisiana Deposit Accounts Study Part 1: Consumer Accounts 
Louisiana Deposit Accounts Study Part 3: Successions & Affidavits
Louisiana Deposit Accounts Study Part 4: Business and Nonprofit Accounts 

Member Fee (Live or Recording):  $165 per connection 
Non-Member Fee (Live or Recording):  $265 per connection 

What is a fiduciary?  How are they supposed to behave?  What is acting in the best interests of the owner?  These questions will be addressed in our second session on these high-level accounts.  You will learn what each job can do and not do.  You will receive information on document requirements for these accounts and get into the common errors we make on signature cards with these accounts.  Learn how to handle these accounts at the death of the owner or at the death of the fiduciary. 

  • Uniform Transfer to Minors Account
  • Curator Account
  • Tutor Account
  • Social Security Representative Payee Account
  • Social Security Rep Payee—Dedicated Account
  • Social Security Rep Payee—Burial Account
  • Social Security Rep Payee—Collective Account
  • Veterans Federal Fiduciary Account
  • Formal Revocable Trust Account
  • Formal Irrevocable Trust Account
  • Bankruptcy Accounts
  • Quiz 

New accounts representatives, customer service representatives, auditors, compliance personnel, risk managers, security officers, branch managers, and any other interested personnel

Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation.  Her 27+ years of banking and teaching experience began at Hibernia  National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and  master’s degrees.  Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual  Retirement Accounts.

9/12/2022 2:30 PM - 4:00 PM

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