Learning Center Home

Map to Learning Center

2010 Learning Center Calendar

Infosight

Albuquerque Chapter of Credit Unions

Northern NM Chapter of Credit Unions

CPD Online

CUNA Training

CUNA Councils

Members & Trust Accounts Webinar

March 10, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

Your member just went to an attorney and put all his or her assets into a living trust.  He or she is now standing in front of you and wants you to update the account cards and make sure all assets are re-titled in the name of the trust.  You look at the member service representative next to you and wish you had gone to lunch.  But formal trusts, like business accounts, are not difficult if you understand what they are designed to accomplish; who the players are; and the due diligence issues.  This webinar is designed give you the information you need to confidently open formal trusts in share accounts.

HIGHLIGHTS

• Living Trusts, Miller Trusts, Marital Trusts, Family Trusts
• Understanding the mechanics of a formal trust and what your member is trying to accomplish
• What is a trust agreement?
• Who are the players of a trust?
• Can a trust be a member of a credit union?
• What happens when grantors/trustees die?
• What about NCUSIF insurance and trusts?
• How to change existing accounts when a trust comes into play
• Can you have an authorized signers, agents or powers-of-attorney on a trust account?
• What is the difference between a formal trust and the informal trust or pay on death account?

Presenter:    Deborah L. Crawford, gettechnical inc.
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 20+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 

Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations and IRAs. 

Get Connected: It’s as easy as 1 - 2 - 3

1. Fill out the information below and submit registration.

2. Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.

3. On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.