LDA Study Part 2: Fiduciary Accounts Webinar Recording

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

Speaker:  Debbie Crawford, gettechnical, inc.

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 
9/12/2022 - 3/12/2023

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