Thursday, November 14, 2013
Eastern Daylight Time
This seminar will focus on certain aspects of share account administration that cause confusion—particularly, setting up accounts that involve fiduciaries and handling the accounts of deceased members. The discussion will cover credit union forms, as well as documents brought in by third parties.
BYO forms: Have your credit union’s account agreement with you for reference.
Topics will include:
Administering Share Accounts
Dealing with representative payees, guardians/conservators, and other fiduciaries
Dealing with living trusts and business accounts
Selected Account Hazards
Account distribution responsibilities
Accounts with fiduciaries
Speaker: Carol Bertoux is Associate General Counsel for the Illinois Credit Union League. In this position she assists the general counsel and chief operating officer of the League in general matters on behalf of the League and its affiliates. She also analyzes state and federal laws, rules and regulations that affect credit unions, and provides assistance and advice to credit unions and their retained counsel.
Location: Via Telephone
Time: 11:00 am - 1:00 pm EST
Educational Investment: $159.00 per telephone connection. Unlimited Listeners and Free Audio Archive
****You must be registered for this session to hear the audio-recorded version and receive handouts.****
AUDIO ARCHIVE! Can't tune in today? This session will be available on-line for 30 days after activation.
To register and pay by check, email firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.