Name
Navigating Bank Policies And Procedures
Date & Time
Friday, October 20, 2023, 8:30 AM - 9:30 AM
Speakers
Elizabeth Ary - JP Morgan Chase Bank, NA
Anna Priestley - Regions Bank
Charlotte Ray - Hancock Whitney Bank
Elizabeth Ary Anna Priestley Charlotte Ray
Description

A panel discussion on how practitioners can guide their clients in managing bank policies and procedures regarding decedent accounts and trust terminations

Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
From Speaker
Topic Description?
From Speaker
Speaker Bio?
From Speaker
Materials Submitted?
Yes, Final
Dinner RSVP
No
Dinner Guest
LIz no, Anna no, Charlotte no