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PROGRAM DESCRIPTION

When a Borrower Dies – Common Mistakes Made by Credit Unions

Join Bruce Pearson and Robert Wilkins as they navigate through the pitfalls of deceased member loans.  From their experience, they have seen several common problems and will share with you relevant “how-to” advice regarding:

  • How deposit account setup can affect your loan
  • Loan document issues – declaring a default based upon death
  • Rights of relatives to assume real estate mortgages and other loans
  • Offset rights and their effect upon joint owners and POD payees
  • Government reclamation issues
  • Creditors’ claims

Who Should Attend?

  • Compliance Officers
  • Internal Audit Personnel
  • Loan Officers
  • Operations Officers

Meet the presenters from Styskal, Wiese & Melchione, LLP:

Robert Wilkins, Associate
Mr. Wilkins’s practice concentrates on contract review and negotiation and financial institution regulatory matters. Mr. Wilkins is the primary author of SW&M’s Decedent’s Account Manual (2015 Edition).

Bruce A. Pearson, Senior Partner
Mr. Pearson provides the firm’s clients with results oriented, practical and strategic legal and business advice focusing upon corporate governance, operations, insurance coverage and regulatory matters.  Mr. Pearson’s past credit union work experience provides the firm’s clients with a valuable “in the trenches” perspective.

   
Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: When a Borrower Dies - Common Mistakes Made by Credit Unions
 
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