Endorsements on Fiduciaries, Trusts, Estates, and Business Accounts: Who is Authorized to Negotiate
|Date / Time:
Trusts, Estates, and business accounts all have individuals who own assets and receive checks. These entities have big dollars and high risks when handling their checks. The questions of who can endorse these types of checks and how they should be endorsed will be addressed in this informative program.
If you have ever wondered how, when and why of endorsements on high level items this is the program for you. Take a look at the common questions that will be answered in this must attend program. Every teller at every financial institution will enjoy this practical and informative program.
Highlights Will Include Answers to Common Questions:
- Can businesses every cash checks? Get cash back? Deposit personal checks into business accounts?
- How should a fiduciary endorse a check? On a UTMA how does the custodian endorse the check? How does a representative payee endorse a check?
- Can a deceased person endorse a check? Can the executor endorse a check? What about tax payments and social security benefit checks? Who if anyone can endorse a check for a deceased person? Does it matter what kind of check?
- Can a trustee deposit a trust check into a personal account? Can a personal check of a trustee be deposited into a trust account? How should trust checks be endorsed?
- Does your financial institution take third party checks? How should the check be endorsed?
- All of these and many more questions will be answered in this important check program.
Who Should Attend
Tellers, head tellers, cashiers, teller trainers, new accounts, and all branch personnel who handle checks.
Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 20+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
|About Webcasts / Audio Conferences / Podcasts:|
Webcasts, audio conferences, and podcasts are presentations that you
attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without
any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back
at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous
times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the
presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
|Licenses / Designations / Educational Credits:||CEU|
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.
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts.
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.
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.
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