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An Introduction to Fiduciary Accounts
August 27, 2020

10:00 AM Central Time : Sponsored by Bank Webinars

Click Here to register for live programs $265

Click Here to register and receive recording $395*

Fiduciary accounts (e.g. trusts, estates, guardianships, etc.) can present some unique challenges for new accounts personnel. What forms do I need? What do these terms even mean?

While documentation requirements vary from state-to-state, the general principles behind most fiduciary accounts remain the same. Join Regulatory Compliance Counsel Michael Christians for a high-level overview of the fiduciary accounts your financial institution is most likely to encounter.

Covered Topics

  • The 4 types of trust accounts
  • Estates
  • The 4 types of powers of attorney
  • Representative payee accounts
  • Guardianships
  • Conservatorships

Who Should Attend?

New accounts representatives, branch managers, compliance officers and others looking to gain a better understanding of fiduciary accounts would all benefit from attending this webinar.

Faculty

Michael Christians

As principal of Michael Christians Consulting, LLC, Michael assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and regulations. He provides counsel relative to current rules, assists with the strategic implementation of upcoming regulatory changes and offers customized education and training services. Michael has more than two decades of experience in the financial services industry with a primary focus on consumer compliance. He obtained his Juris Doctorate from Drake University Law School. He is a member of the Iowa State Bar where he is licensed to practice law.

* Registration Plus Recording: Includes the live session (one connection, unlimited attendees), CD ROM, (shipped 7-10 business days after live session), unlimited access to OnDemand Playback and links to presenter materials and supplementary handouts for 6 months after live session.