CU Webinar Webinars - Live

Handling Court-Ordered Accounts: Estates, Guardianships, Conservatorships & Bankruptcies

July 7 | 3:00 pm - 4:30 pm ET
Category:
CU Webinar Webinars - Live
Contact: Lauren Simonds at lsimonds@mainecul.org

Court-ordered accounts are a horse of a different color!

They bring special requirements, legal documents, executors, higher risk, and even more complexities. This in-depth program will teach you how to color inside the lines and compliantly administer these accounts from guardianships to estates.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Identify the paperwork that goes with court ordered accounts
  • Develop related checklists tailored to your institution
  • Manage risk and develop questionnaires for new accounts
  • Handle special situations where two executors are named
  • Mitigate risk on accounts with specific court instructions

For more information, including pricing and registration, click here.