2018 New Accts Series Individual, Joint, PODs & POAs Web Rec

Member Fee:  $165
Non-Member Fee:  $265

Speaker:  Debbie Crawford, gettechnical, Inc.

Account holders ask the most amazing questions. Can I take my boyfriend off my account? What happens when I die? How can I make sure my grandson gets the money at my death? This webinar takes a look at the legal issues of opening personal accounts. It will start by building a framework for addressing these questions without giving tax or legal advice. Beginning with the signature card contract and identification issues under customer identification programs, we will cover single party accounts, authorized signers, joint accounts, removing and adding owners and other questions. Topics include: Signature card contracts and agreements; Removing and; adding owners; Individual accounts; Joint accounts; Pay on death accounts and in trust for accounts; What happens at the death of the owner; Do’s and don’ts of white out and highlighting; Adding Signers and removing Signers; Adding owners and removing owners; Does POA sign signature Card; Can we refuse a POA; How do we know if a POA has been revoked; Affidavits and Acts on PODs; Does POD really have to be in the title; Authorized signers; agents and authority.
When
6/11/2018 - 6/11/2019

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