Deposit Account Series: Advanced New Account Issues: POAs, Trusts, Estates & More

From living trusts, to estates, to powers of attorney, experienced new account staff are now receiving complex legal documents to open accounts. How do you review and handle legal documents? How can accounts be opened safely? Why are some institutions losing millions on fiduciary accounts? This webinar will explore some of the advanced issues when opening deposit accounts. It is designed for staff with several years of experience with opening deposit accounts.

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