eTrain: Trusts & Other Fiduciary Accounts —
04, 2013 —
10:00-11:30 a.m. PT
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This program is intended especially for California credit unions
Do you know how to establish and maintain member trust accounts in California?
Some of your members will expect you to know. Let compliance expert Mary-Lou Heighes give you the basic knowledge and the confidence you need to open and successfully administer these distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts.
You’ll get the answers to these questions and more:
- How do you change an individual account to a trust account?
- What information should a Certification of Trust contain?
- Must the trustors all be credit union members?
- Who signs the share account agreement, the trustee or trustor?
- Can the trustor transact business on the account?
- What happens if a trustee resigns or dies?
- What special trust structures might be used for a minor?
Who Should Attend?
California credit union professionals in these positions or departments:
- Member Service
- Branch Manager
- Training & Professional Development
Meet the presenter, Mary-Lou Heighes:
Mary-Lou Heighes, CUCE, is President and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs and compliance training and assistance. She provides compliance training all over the country for various state leagues and credit unions, and also speaking at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at regulatory compliance schools, has conducted dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. She spent many years working on the very laws and regulations she trains on today.
Mary-Lou has been involved in the credit union movement since 1989. She spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.
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