When your deposit member dies, many issues and questions arise. In this session, learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when a member dies. Topics covered in this webinar include:
- Probate versus non-probate transfers
- What by-passes a will: PODs, IRAs, JTWROS?
- Living trusts and successor trustees
- What happens to powers-of-attorney, authorized signers, etc.?
- Do sole proprietorships cease at death?
- NCUSIF insurance issues
Presenter: Deborah Crawford, gettechnical inc.
Who should attend: Branch Mangers, Compliance Officers, Frontline, Operations, Tellers, Trainers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 (includes archive)
Registration deadline: Friday, July 13
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.