CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Ironically,
when a financial institution learns a deposit or loan customer has died,
confusion and dread seem to be the normal reaction. We’ll walk you through
the complicated process of dealing with a customer’s death – both on the
deposit side and the loan side, as well as unique issues when doing
business with the decedent’s estate.
Topics
of Discussion:
- What documents are required upon the death of an
individual?
- What actions should your financial institution take
on deposit accounts owned by the decedent?
- How should your financial institution deal with the
decedent’s estate?
- What should your financial institution do if there
isn’t an estate?
- How should your financial institution handle
“death” as a default on a loan?
- How will the new mortgage servicing rules impact
mortgage loans where the borrower has died?
- What does every lender need to know about doing
business with the borrower’s estate?
- What steps can your financial institution take to
protect its collateral after the borrower has died?
- How should your financial institution handle issues
of guarantors, setoff and insurance once the borrower has died?
- How does the death of a key person affect the
borrowings of Corporations, Partnerships, Limited Liability Companies,
Trusts and other legal entities?
Who
Should Attend?:
New
account representatives, personal bankers, customer service
representatives, lenders and loan operations personnel. Please forward email to appropriate
person(s).
Instructor:
Terri
D. Thomas
is Senior VP and Legal Department Director for the Kansas Bankers
Association. Prior to this, she was with "Bankers Choice," a
financial consulting firm. Before this, Terri was employed in the financial
industry for over twenty-three years in various capacities. Most notably,
she served for fourteen years as in-house legal counsel and trust officer
for Bank of America and its Kansas predecessors. Receiving her Bachelor of
Arts degree from Kansas State University in 1985, Terri continued her
education at Washburn University School of Law and obtained her Juris Doctor
in 1988.
Currently,
she serves as an adjunct instructor at Washburn University School of Law.
She has previously been an adjunct instructor at the University of Kansas
School of Law, and is a frequent presenter for banking schools and
financial associations.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
Powered by Total Training Solutions!
|