If not handled properly, powers-of-attorney and living trust documents can expose your credit union to significant risk. This webinar will explain everything your credit union needs to know about these complex legal documents, including more difficult situations involving joint accounts, multiple attorneys-in-fact, misconduct by an attorney-in-fact, and death of the accountholder. This session will also cover the steps that your credit union can take to reduce your risk of loss when dealing with powers-of-attorney and living trusts.
Presenter: Elizabeth Fast, Spencer Fane Britt & Browne LLP
Who should attend: Branch Managers, Compliance Officers, Frontline, Lenders, Operations, Tellers, Trainers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 (includes archive)
Registration deadline: Friday, Aug. 31
Coupling telephone conference interaction with website 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.