This course provides frontline staff with a practical understanding of trusts, powers of attorney (POAs), and estate accounts in the context of new account opening. Participants will learn how these account types function, the roles and responsibilities associated with each, and their limitations. The course also covers key documentation requirements, red flags to watch for, and best practices to ensure accurate and compliant account setup. Ideal for staff who interact with members and handle account openings, this training builds confidence in navigating these complex but common account types.
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