Successions (Webinar)

July 24, 2023

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

Successions for deposit covers the rights at death on accounts, the affidavits for paying out deposit accounts, small successions and formal successions.  It covers checks, accounts and all issues relating to the deposit side of the financial institution. You will receive a Successions manual with all the Louisiana law at your fingertips.

Topics include:
What is knowledge of death
How many days can you pay checks after death
Spousal affidavit
$20,000 affidavit
Small Succession Affidavit
Handling trusts, UTMAs, social security representative payees 
Formal Successions 
Judgments of Possession
Checks after death
And much much more

Deposit Operations, Compliance, New Accounts Representatives, personal bankers, branch managers, branch administration, anyone who handles deceased accounts and checks.

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.

Thank You To Our July Webinar Sponsor:

7/24/2023 2:30 PM - 4:00 PM

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