Handling Checks and Accounts After Death of a Customer

Due to COVID-19, this class has been rescheduled from March 19 to August 20.

Please note: We plan to hold this program as a live/in-person meeting. However, if circumstances arise, we are prepared to hold virtually or a hybrid (live and virtual option).

Please Note: Limited Seats Available.

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Member Fee: $265
Non-Member Fee: $465 

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Speaker: Debbie Crawford, gettechnical, Inc.

When your account holder dies, there are usually many aspects of their life still outstanding. During this program we will look at the checks and accounts. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? We will cover the death affidavits, usufruct accounts and all succession issues.

Hotel Information:   

To ensure the LBA group rate of $139+tax per night, please call the Renaissance Hotel at 866-469-5448 and identify that you're booking with the Louisiana Bankers Association Deposit Seminars room block. To book your reservation online, click here . Room reservations must be made by August 1 at 5:00pm or until the block of rooms for LBA is filled, whichever is sooner.

8/20/2020 9:00 AM - 4:00 PM
The Renaissance Hotel 7000 Bluebonnet Blvd Baton Rouge, LA 70810 UNITED STATES

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