Agenda

Nov 18, 2026
11:00 am - 12:30 pm EST

Your accountholder, the federal government, or the court has named someone legally to act on their behalf. Now what? What can these caregivers and fiduciaries do? What supporting paperwork must each bring? During this program we will review the setup, documentation, and legal issues involved in these high-risk accounts. You will learn how to style these accounts and get the signature card perfect every time.

Topics

KEY WEBINAR TAKEAWAYS:

• Documentation required to open these high-level accounts
• IRS tax reporting requirements
• Account titling, ownership, and disclosures to give out
• Responding when account holders die, and rights at death on these accounts

This webinar is part of the Account Opening Series

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.

Association Contact