Miscellaneous Trust Accounts
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
November 10, 2009
1:00–2:00 p.m. Central Time
(2:00–3:00 p.m. EST, 12:00–1:00 p.m. MST, 11:00 a.m. – 12:00 p.m. PST — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $89 for the live audio conference (includes live and 6 months access to the archive)
Through this audio, you will explore a variety of trust accounts including Uniform Transfer to Minors, totten or informal trusts, Conservatorships and Guardianships, and Court-ordered or blocked trusts.
Note: Trust and account ownership issues are based on state law and you should check with your state league or your own legal counsel for state specific issues and requirements.
For these 4 types of trusts, you will review:
- Who are the parties and what are their roles?
- Who must be a member in order to open or establish the particular type of account?
- Which account agreement do we use?
- What taxpayer identification number is required?
- Who can open, who can close, and who can transact on the account?
- How is share insurance calculated?
Who should attend
This audio is beneficial for frontline staff and anyone responsible for trust accounts at your credit union.
Is a recording available for purchase?
Yes, you can share the information with other staff by ordering a recording of the audio conference (even if you couldn't attend the live call). Archives will be available within 24 hours of the live audio. Click here to register for the archived version.
INSTRUCTORS
Mary-Lou Heighes, CUCE
Mary-Lou has been involved in the credit union movement since 1989. She has been involved in all areas of credit union operations: general operations, marketing, collections, lending, and compliance. She is a Credit Union Compliance Expert (CUCE) and is president of Compliance Plus, Inc., which provides strategic planning, training, compliance, and consulting services to credit unions. Mary-Lou was the senior research and information consultant for the California/Nevada Credit Union League for seven years, and since founding her company in 2000, has provided training for credit unions and leagues around the country. Prior to her tenure at the league, she spent five years at a credit union.
Affiliation with CUNA/League is required for attendance.
How many people from my credit union can call in?
Each registration provides call access for one phone line or person. While the audio conference can be listened to by several people at once (in a conference room, for example), the registered individual is the only person who will receive transcript credit for attending.
CANCELLATIONS
Cancellation and refund requests must be in writing (or faxed to 608-231-4327) and are subject to a $30 service charge for the audio conference if cancelled seven days prior. No refunds will be granted if your cancellation is received seven days or less before the audio begins. Substitutions are accepted anytime before the audio conference starts.
|
|
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
Not finding what you're looking for? Click here
to submit your topic suggestion or question.
Copyright © Credit Union National Association, Inc.
|
