Saturday, June 25, 2022
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Controlling the Risks of Power of Attorney Documents, Webinar

April 6 @ 10:00 am - 12:00 pm CDT

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Covered Topics

  • What are the relationships among the customer, the attorney-in-fact and the financial institution?
  • What is the difference between a durable and non-durable power of attorney?
  • How does a financial institution determine if a power of attorney is general or limited
  • What steps must a financial institution take to protect itself when relying on a Power of Attorney?
  • What language should the financial institution look for in the Power of Attorney document when completing a transaction for the attorney-in-fact?
  • How is a Power of Attorney revoked and when is that revocation binding on the financial institution?
  • What transactions create the greatest risks for financial institutions relying on power of attorney documents?
  • What attorney-in-fact representations may a financial institution typically rely upon?
  • How should a financial institution handle out-of-state powers of attorney?