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Why Won't the Bank Accept My Client's POA? Understanding the Issues Facing Trust & Estate Lawyers and Bank Attorneys

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Trusts & Estates Section

1.50 hour MCLE credit

Original Program Date: Tuesday, November 14, 2023
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 20, 2025(You must certify completion and save your certificate before this date to get MCLE credit)

Do interactions with financial institutions have you singing the banking blues? Sometimes it seems harder than it should to get financial institutions to do things like accept POAs, open accounts in the name of a trust, provide medallion signature guarantees, or provide account access to executors or guardians. Don’t miss this panel presentation that’s comprised of both banking attorneys and trust/estates lawyers as they discuss why this might happen and how to help avoid it in the future. Topics include:
  • Understanding the legal requirement that financial institutions must observe;
  • The documentation requirements to allow access to the accounts of deceased accountholders;
  • The risk management considerations that may impact financial institution policies procedures, and decisions;
  • The common obstacles to avoid when dealing with financial institutions; and
  • The practice tips you need to address these issues in advance, before it’s too late to resolve them.

Program Coordinator/Moderator:
Elizabeth Anne Khalil, CIBC Bank USA Legal Department, Chicago

Program Speakers:
Lauren Barney, CIBC Bank USA Legal Department, Chicago
Aaron White, CIBC Bank USA Legal Department, Chicago
Eric R. Wilen
, Brooks, Tarulis & Tibble, LLC, Naperville

Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $45 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $75
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students - Free