PROGRAM DESCRIPTION

Trusts & Other Fiduciary Accounts

 
Ready to register? Please select your credit union:

Do you know what to do when a member in California wants to change his individual account to a trust account?
Compliance expert Mary-Lou Heighes will give you the basic knowledge and the confidence you need to open and successfully administer these special account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. This session will also outline the setup of Representative Payee accounts and Conservatorships.

You’ll get the answers to these questions and more:

  • What is a fiduciary account?
  • Who is the trustee, and who is the trustor?
  • What information should a Certification of Trust contain?
  • Should you retain a copy of the trust agreement?
  • What happens if a trustee resigns or dies?
  • Who signs the share account agreement, the trustee or trustor?
  • Can the trustor transact business on the account?
  • What special trust structures might be used for a minor?

Who Should Attend?

  • Member Service
  • Teller
  • Branch Manager
  • Operations
  • Compliance
  • Training & Professional Development

Meet the presenter

Mary-Lou Heighes is President and founder of Compliance Plus, Inc., which has been helping financial institutions with the development of compliance programs since 2000. She provides compliance training nationwide for various trade associations and financial institutions and also speaks at numerous financial institution conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools and conducts dozens of webinars for organizations throughout the country.

Program length 90 Minutes
 

Registration Investment

Power Learner Passport - (click for details)
$195 for League Member
$341 for Non-League Member
   


Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just contact the League at registrations@ccul.org

   

ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.