2023 Louisiana Deposit Accounts Virtual Seminar Recording

Member: $ 530
Non-Member: $ 730

Speaker: Debbie Crawford, gettechnical, inc

This recording is from a 1-day instructor led program held on October 17 via Zoom. Recordings are 4 MP4 links. Electronic materials will be sent as well.

So many accounts and so much time to learn them!  Join Deb Crawford all day for Louisiana Deposit Accounts.  Nothing replaces the live interaction between your peers and how to set up all these accounts—Louisiana style on your system and signature cards.  Get registered early for the adventure of your deposit lifetime.

Topics include:
•             Customer Identification Program 
•             Customer Due Diligence
•             Individual Ownership
•             Joint Ownership
•             Payable on Death 
•             Powers of Attorney 
•             Removing Names at divorce and death
•             Changing Ownership during our customer’s life cycle
•             Signature Card Danger Zones
•             Disclosures—When to give which disclosures for consumers
•             Uniform Transfer to Minors Account
•             Curator Account
•             Tutor Account
•             Social Security Representative Payee Account
•             Social Security Rep Payee—Dedicated Account
•             Social Security Rep Payee—Burial Account
•             Social Security Rep Payee—Collective Account
•             Veterans Federal Fiduciary Account
•             Formal Revocable Trust Account
•             Formal Irrevocable Trust Account
•             Bankruptcy Accounts
•             Transfer at death affidavit
•             Small Succession affidavit
•             Spousal Affidavit
•             Opening an Estate Account
•             What happens with each account ownership at death
•             Handling Checks at death
•             Who can do what when your account holder dies
•             Sole Proprietorship
•             3 types of Partnerships
•             Limited Liability Company
•             Corporations
•             Nonprofit Corporations
•             Nonprofit Organizations
•             IOLTA Accounts
•             Agent Accounts
•             Money Service Business
•             Multi-tiered Businesses

10/17/2023 - 4/17/2024

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