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    2018 Safe Deposit Series: Decedent Renter Issues

    $99.00
    *
    This is Part II of our V-Part 2018 Safe Deposit Series. This webinar will address issues related to documentation of the notification of death; sealing the box of the decedent; temporarily denying access.

    Overview

    Although each State has different legal requirements, this session will provide valuable overall information that can be used in connection with all State requirements. 

    This session will address issues related to documentation of the notification of death; sealing the box of the decedent; temporarily denying access. 

    Covered Topics

    Other decedent issues covered include:

     

    •                         Will search orders

     

    •                         Inventory taking at the will search access

     

    •                         What to do if the Will is found?

     

    •                         Empty box procedures

     

    •                         Release of contents requirements

     

    •                         Letters testamentary

     

    •                         Letters of administration

     

    •                         Preliminary letters

     

    Other issues will include decedent issues related to:

     

    •                         Fiduciary, Executor, Administrator Box Rental

                     

    •                         Trust Rental

     

    •                         Guardian Rental

     

    •                         Joint Rental

    Who Should Attend?

    This webinar will help newcomers and experienced personnel. All safe deposit personnel at all levels should be involved with such a webinar at least once if not periodically.

    The webinar is a must for assuring safe and sound practices in the safe deposit area. 

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    Overview

    Although each State has different legal requirements, this session will provide valuable overall information that can be used in connection with all State requirements. 

    This session will address issues related to documentation of the notification of death; sealing the box of the decedent; temporarily denying access. 

    Covered Topics

    Other decedent issues covered include:

     

    •                         Will search orders

     

    •                         Inventory taking at the will search access

     

    •                         What to do if the Will is found?

     

    •                         Empty box procedures

     

    •                         Release of contents requirements

     

    •                         Letters testamentary

     

    •                         Letters of administration

     

    •                         Preliminary letters

     

    Other issues will include decedent issues related to:

     

    •                         Fiduciary, Executor, Administrator Box Rental

                     

    •                         Trust Rental

     

    •                         Guardian Rental

     

    •                         Joint Rental

    Who Should Attend?

    This webinar will help newcomers and experienced personnel. All safe deposit personnel at all levels should be involved with such a webinar at least once if not periodically.

    The webinar is a must for assuring safe and sound practices in the safe deposit area. 

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    2018 Safe Deposit Series: Box Break-Opens for Non-Payment of Rent

    $99.00
    This is Part I of our V-Part 2018 Safe Deposit Series. This webinar will discuss breaking open a safe deposit box for non-payment of rent.
    Presenter:

    Paul J. Sanchez

    Paul J. Sanchez, CPA, CBA, CFSA, CGMA conducts a small CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University - C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors. He also was on the technical staff of the Auditing Standards and Examinations Divisions of the AICPA. He practiced public accounting in the New York office of Deloitte where he also was a firm recruiter and in-house professional development instructor. He was an owner and auditing and accounting seminar leader for the Person/Wolinsky CPA Review Courses, a company that prepared candidates to pass the Uniform CPA Examination. He is a frequent lecturer and seminar leader for accounting, auditing, banking, risk assessment and other professional presentations. He is the author of the textbook, “Accounting Basics for Community Financial Institutions” (Financial Managers Society, 2 nd edition, Chicago, 2009) and the “Ideas an Analysis Letter: The Sanchez Take” (see www.sanchez-psa.com). As a contributing author, his chapter on ‘An Auditor’s Approach to Risk-Based Auditing: What to Audit and When,’ is included in the textbook, “Effective Auditing for Corporates: Key Developments in Practice and Procedures,” (Bloomsbury Information, Ltd, London, 2012).