| Power of Attorney & Living Trust Documents |
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Recorded Thursday, October 16th, 2008
Everyday financial institutions are required to complete transactions for customers that involve Power of Attorney or Living Trust documents. To protect the financial institution’s interests when using these documents, it is imperative to understand the basic do's and don'ts. This two hour presentation is designed to provide financial institution personnel with the legal and compliance guidance they need to know in order to work with these complex legal documents. |
| This two-hour course will answer the following questions: |
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| Who Should Attend |
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Financial institution employees involved with opening new accounts, deposit or loan documentation and operations will find this seminar very useful in handling daily day-to-day transactions.
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| The Presenter |
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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. Presently, she serves as an adjunct instructor at Washburn University in Topeka, Kansas, and is a frequent seminar presenter for financial associations. |
