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Wednesday, September 5, 2012
12:00 pm - 1:30 pm PT
1:00 pm - 2:30 pm MT
2:00 pm - 3:30 pm CT
3:00 pm - 4:30 pm ET
Meet the Presenter
Elizabeth Fast, JD & CPA,
Spencer Fane
Britt & Browne LLP
CLICK HERE TO LEARN MORE ABOUT YOUR REGISTRATION OPTIONS
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Powers-of-attorney and living trust agreements are complex legal documents used to transact business with your credit union on a daily basis. If not handled properly, they can expose your credit union to significant risk. This webinar will explain everything you need to know about powers-of-attorney and about living trusts, including more difficult situations involving joint accounts, multiple attorneys-in-fact, misconduct by an attorney-in-fact, and death of the accountholder. All aspects of power-of-attorney documents and living trust documents will be covered and a uniform certification of trust and a durable power-of-attorney will be examined. In addition, we will discuss the steps that your credit union can take to reduce your risk of loss when dealing with powers-of-attorney and living trusts.
HIGHLIGHTS
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What does a valid power-of-attorney document look like?
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Should your credit union only accept durable powers-of-attorney?
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What does a valid living trust document look like?
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What actions can the attorney-in-fact or the trustee take on behalf of your member?
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When does a power-of-attorney or a living trust terminate?
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What steps can your credit union take to reduce risk of loss from powers-of-attorney and living trusts?
WHO SHOULD ATTEND?
This informative session is applicable to deposit and loan operations. It will benefit all deposit personnel, loan personnel, tellers, member service representatives, new accounts staff, compliance personnel, and managers.
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