Louisiana Deposit Accounts Part II: Fiduciary Accts (Web)


September 18, 2023
2:30pm-4:00pm

Louisiana Deposit Accounts Part III: Successions & Affidavits
Louisiana Deposit Accounts Part IV: Business & Nonprofit


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 cannot 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
• Guardian Account
• Conservator 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


Personal bankers, call center representatives, branch managers, tellers, branch operations, and training


Deborah Crawford is the President of gettechnical, inc. a Florida-based firm, specializing in the education of banks and credit unions across the nation. Her 35+ 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.


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When
9/18/2023 2:30 PM - 4:00 PM

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