Opening Trust Accounts
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8/11/2011 to 2/11/2012
When: 8/11/2011

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Trusts can range from simple pay-on-death trusts to more complex living trusts or irrevocable family trusts. Therefore, credit union staff must know how to set up trusts properly, document for Customer Identification Purposes, and understand the trustees’ authority. In this session, participants will learn the difference between formal and informal trusts; what documentation should be presented; what happens when a trustee dies, resigns or remarries; and common errors in documentation, ownership and styling.
Who should attend: Branch Managers, Head Tellers, Member Service Representatives, Trainers and CEOs
Archive Cost: $200

About Webinars

Coupling telephone conference interaction with web site technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via e-mail prior to the webinar. In addition after the session, registrants will receive a CD-ROM.


Minnesota Credit Union Network
555 Wabasha Street N, Suite 200
St. Paul, MN 55102

(651) 288-5170
(800) 477-1034