Agenda

June 17, 2026
11:00 am - 12:30 pm EST

During this program we will look at the high risk involved in fiduciary accounts and the legal documents that come with them. From guardianships to powers of attorney, we will look at the key players, who can do what, and whether you can refuse the account. Learn how to open these high-level accounts and how to look at the paperwork and when to involve legal counsel. Some institutions routinely send all paperwork to legal counsel, but many do a first look-see and then send to legal when it involves complications. Learn how your procedures may be exposing your institution to risk on these special accounts.

Topics

KEY WEBINAR TAKEAWAYS:

• Power of attorney documents: key components, players, state rules
• What can or can’t an agent do on a POA?
• Living trusts, charitable trusts, and pension trust documents
• Guardian and conservator account court orders
• Other fiduciary arrangements such as UTMAs, Social Security, and VA accounts
• Estates, small estates, and rights at death
• General rules of what fiduciaries can and cannot do
• What to look for in these legal documents
• Procedures for accepting and refusing these accounts
• Translating the documents to signature cards

Speaker(s)

Deborah L. Crawford
Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

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