Lizeth GeorgeThe League of Southeastern Credit Unions & Affiliates (LSCU) invites you to attend a Your Depositor Has Died: Actions to Take, Mistakes to Avoid webinar on December 1, 2021 from 3:00 p.m. – 4:30 p.m., ET. This 90-minute webinar will take you on a journey through all types of deposit accounts and explain how to handle them at death.
After this webinar you’ll be able to:
- Review scenarios before you receive Letters Testamentary
- Find and use small estate affidavits
- Know how to pay out POD/ITF accounts
- Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
- Have conversations with family members after death
MEET THE PRESENTER
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Deborah Crawford Gettechnical Inc. Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm, specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs. |
