Handling POAs, Trusts, Estates at New Accounts
Handling POAs, Trusts, Estates at New Accounts
Library:
Instructor:
Deborah Crawford
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Regular price
$299.00
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$299.00
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Description
Instructor
BankersHub Membership
During this Course we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institution—what should your staff do and know. These are high risk accounts often with huge losses to your financial institution.
