Start Date: 7/7/2025 9:00 AM MDT
End Date: 7/7/2025 10:30 AM MDT
Location:
United States
This program will delve into the high risk involved in court-ordered accounts and the legal documents that accompany them. From guardianships to estates, it will look at the key players, who can do what, and whether you can refuse an account. You’ll learn how to open these high-level accounts and how to review the paperwork and involve legal counsel. Some institutions send all paperwork to legal counsel, but many take a first look and then send it when there are complications. Join us to learn how your procedures may be exposing your institution to risk on these special accounts.
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