Jan 14, 2026
Uniform Transfers to Minors Act accounts don’t have to be complicated—if you know what to watch for.
This practical session will walk through the full UTMA life cycle, from account setup and custodial controls to closure at the age of majority. Discover the lessons experienced bankers have learned the hard way and apply them confidently in your own institution.
January 14, 2026
11:00am - 12:30pm EST
Finally, a program on Uniform Transfer to Minors Act accounts (UTMA) that focuses on setup, life cycle, and then closure of the UTMA. We will focus on the lessons learned over the years of handling account setup and checks going into the account. These accounts are dictated by state law but have some common themes we can all watch out for. Learn the good, the bad, and the ugly about the UTMA in your state.
KEY WEBINAR TAKEAWAYS:
Deborah 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.
WHO SHOULD ATTEND?
TAKE-AWAY TOOLKIT
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
Live Webinar - $279
On-Demand Webinar - $279
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.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank