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Course/Product Description
Title:

Power of Attorney & Living Trust Documents

SKU:WT-1000539
Format: Webinar
Description:

Power of Attorney & Living Trust Documents

Everyday financial institutions are required to complete transactions for customers that involve Power of Attorney or Living Trust documents. To protect the financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts.

Learning Objectives

This two hour presentation is designed to provide financial institution personnel with the best practices that can be used in dealing with these complex legal documents.

Agenda:

  • Powers of Attorney
    • What is the relationship between the customer, the attorney-in-fact and the financial institution?
    • What steps must a financial institution take to protect itself when relying on a Power of Attorney?
    • What language should the financial institution look for in the Power of Attorney document when completing a transaction for the attorney-in-fact?
    • How is a Power of Attorney revoked and when is that revocation binding on the financial institution?
  • Living Trusts
    • How to establish the financial institution relationship, including changing titles and performing transactions (loans or deposits)?
    • How many co-trustees does it take to bind the trust?
    • When can a successor trustee do business for the trust?
    • Can a power of attorney be used with a trust document?
    • Can a trust own a safe deposit box?
    • Can a trust co-own an account with another trust (or person)?

Who Should Attend

Financial institution employees involved with opening new accounts, deposit or loan documentation, and operations will find this seminar very useful in handling daily day-to-day transactions.

The Presenter

Terri D. Thomas, JD is the Director of the Kansas Bankers Association Legal Department, which specializes in providing compliance and legal assistance to Kansas banks.

Terri has worked with financial institutions for thirty years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. She has also served as a trust department manager and branch manager.

Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988. Presently, she serves as an Adjunct Professor at Washburn University School of Law in Topeka, Kansas, and is a frequent seminar presenter for financial associations in the Midwest.

Licenses / Designations / Educational Credits:Institute of Certified Bankers - CRCM
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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