Fiduciary accounts (e.g. trusts, estates, guardianships, etc.) can present some unique challenges for new accounts personnel. What forms do I need? What do these terms even mean?
While documentation requirements vary from state-to-state, the general principles behind most fiduciary accounts remain the same. Join Regulatory Compliance Counsel Michael Christians for a high-level overview of the fiduciary accounts your financial institution is most likely to encounter.
Covered Topics
- The 4 types of trust accounts
- Estates
- The 4 types of powers of attorney
- Representative payee accounts
- Guardianships
- Conservatorships
Who Should Attend?
New accounts representatives, branch managers, compliance officers and others looking to gain a better understanding of fiduciary accounts would all benefit from attending this webinar.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.