BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//ddaysoftware.com//NONSGML DDay.iCal 1.0//EN BEGIN:VTIMEZONE TZID:Eastern Standard Time BEGIN:STANDARD DTSTART;VALUE=DATE:18000101 RRULE:FREQ=YEARLY;BYDAY=SU;BYHOUR=2;BYMINUTE=0;BYMONTH=10;BYMONTHDAY=25,26, 27,28,29,30,31 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 END:STANDARD BEGIN:DAYLIGHT DTSTART;VALUE=DATE:18000101 RRULE:FREQ=YEARLY;BYDAY=SU;BYHOUR=2;BYMINUTE=0;BYMONTH=4;BYMONTHDAY=1,2,3,4 ,5,6,7 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 END:DAYLIGHT BEGIN:STANDARD DTSTART;VALUE=DATE:20070101 RRULE:FREQ=YEARLY;BYDAY=SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11;BYMONTHDAY=1,2,3, 4,5,6,7 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 END:STANDARD BEGIN:DAYLIGHT DTSTART;VALUE=DATE:20070101 RRULE:FREQ=YEARLY;BYDAY=SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3;BYMONTHDAY=8,9,10, 11,12,13,14 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:Many accountholders use trusts to plan for their estate\, famil y\, taxes\, etc. When opening these special accounts\, you need to know ab out proper documentation\, CIP\, and account card responsibilities. You mu st also understand the trustee(s) authority and duties and your credit uni on’s responsibility and liability. This webinar will cover standard trust- opening procedures and many questions that arise as trusts and accounthold er situations change. HIGHLIGHTS What is the difference between an informa l and formal trust? How is CIP (Customer Identification Program) accomplis hed on a trust? How are account card contracts styled and what disclosures are given? Is there a difference in how the account is opened depending o n whether a trust is revocable or irrevocable? Whose TIN is used? Does it matter? Who are the key players in a trust? What happens if a trustee dies ? What documentation is needed and what happens if the trust becomes irrev ocable? Who is the payee when depositing\, opening\, or closing a trust? C an there be a power-of-attorney with a trust? What happens if a trustee’s name changes? What if a financial institution closes? How is the trust ins ured? How can a trust be set up with an existing accountholder? Should a t rust have joint owners on the account? Can you have two trusts in one acco unt set-up as joint WROS? Can trusts be amended\, changed\, or revoked? Wh at paperwork is involved? WHO SHOULD ATTEND? This informative session will be useful for new account representatives\, member service representative s\, branch administration\, branch operations\, branch managers\, and anyo ne who opens trust accounts or handles trust transactions. ABOUT THE PRESE NTER – Deborah L. Crawford\, gettechnical inc Deborah Crawford is the Pres ident of gettechnical inc.\, a Baton Rouge-based firm\, specializing in th e education of financial institutions across the nation. Her 27+ years of experience began at Hibernia National Bank in New Orleans. She graduated f rom Louisiana State University with both her bachelor’s and master’s degre es. Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws\, new account documentat ion\, insurance\, complex compliance regulations\, and IRAs. PLEASE NOTE: Your registration fee allows you to have one telephone connection. However \, as many people as you like may listen from your office speaker phone. I f you register for the webinar\, your registration fee also includes one i nternet connection from a single computer terminal. THREE REGISTRATION OPT IONS 1. LIVE WEBINAR The LIVE WEBINAR option allows you to have one teleph one connection for the audio portion and one Internet connection (from a s ingle computer terminal) to view online visuals as the presentation is del ivered. You may have as many people as you like listen from your office sp eaker phone. Registrants receive a toll-free number and pass code that wil l allow entrance to the seminar. The session will be approximately 90 minu tes\, including question and answer sessions. Seminar materials\, includin g instructions\, pin number\, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader ava ilable free at www.adobe.com. 2. ON-DEMAND WEB LINK** AND FREE CD ROM* Can 't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio\, visuals\, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximatel y 1 week prior to the webinar\, you will receive an email with the web lin k. This web link can be viewed anytime 24/7\, beginning 6 business days AF TER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS\, you will also receive a FREE audio/ visual CD ROM.* The CD ROM includes the original audio/visual presentation \, the question and answer sessions\, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not att end the live seminar and for future training. 3. BOTH LIVE WEBINAR AND ON- DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above * CD Rom for PC use only **All materials are subject to copyright and intend ed for your credit union's use only. NEW! Listen on your iPad\, iPhone\, o r Android. Instructions will be emailed to you with the on-demand link. IN VESTMENT: $199.00 Webinar per connection $199.00 Archived On-Demand Web Li nk &\; Free CD ROM $249.00 Both Live Webinar &\; Archived On-Demand Web Link &\; Free CD ROM TIME: 3:00 p.m. - 4:30 p.m. To register and pa y by check\, email mzelinsky@njcul.org and your credit union will be invoi ced. To register and pay online\, click here. DTEND;TZID=Eastern Standard Time:20121205T163000 DTSTAMP:20130524T071518 DTSTART;TZID=Eastern Standard Time:20121205T150000 LOCATION: SEQUENCE:0 SUMMARY:> Webinar: Opening Trust Accounts: Documentation\, Authority\, Liab ility UID:5db30eee-7fb3-4614-ac62-0d35fc267998 URL:http://www.njcul.org/-webinar-opening-trust-accounts-documentation-auth ority-liability-2012-12-05.aspx END:VEVENT END:VCALENDAR