Handling Legal Documents: POAs, Trusts, Estates, and Guardianships
2 hour Recorded Seminar with Deborah Crawford
During this program, we will look at the high risk involved in fiduciary accounts and the legal documents that come with them.
Power of attorney documents, key components, players, state rules.
Living trusts, charitable trusts, and pension trust documents
Other fiduciary arrangements: UTMAs, Social Security, and VA accounts
What can an agent do or not do on a POA?
Estates, Small Estates, and rights at death
and more!