Working with Trusts & Trust Accounts Webinar
Working with Trusts & Trust Accounts Webinar
Overview
Speaker: Gretchen Jones
Members that have trusts and utilize trust accounts can often create confusion for credit union staff wondering who they can transact for, who owns the funds, and who can request changes. These types of trust fiduciary relationships affect account set-up, forms, transaction processing, and more. Attend this session as attorney Gretchen Jones explains how these trust relationships should be handled by staff, as well as the legal and practical implications for your credit union.
- Trusts
- Trust accounts
This learning opportunity is part of the complete Training Bundle series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Pricing & Registration
Member
Non-Member
Working with Trusts & Trust Accounts Webinar | On Demand
Working with Trusts & Trust Accounts Webinar | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register 4 attendees get the 5th free
- Please include all registrations on the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Attendee Info
How to access
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Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions please contact hello@americascreditunions.org.
