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Date: Mar 05, 2013 04:00 AM - 05:30 AM
Location: OnlinePrice: $200 for Archived Link & CD, $169 for Small CUs (Link Only)
This webinar was originally presented on 9/5/2012. Archives are available for six months after this date.
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.
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.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
Elizabeth Fast, Esq. is a partner with Spencer Fane Britt & Browne LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor.
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