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Trust Services QuickBite
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Trust Services QuickBite

5/21/2013

When: Tuesday, May 21
10:00-11:00 a.m.
Where: In Your Credit Union
  
Contact:
Kris Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
This seminar is designed to cover trusts from the credit union’s perspective. Experienced attorney and speaker, Robert Rutkowski, will cover the various types of trusts, discuss how trust accounts are set-up with the credit union and address related operational issues.  We will also cover how trusts within a credit union’s field of membership can borrow money, as well as traps to avoid when setting up these types of accounts.

About the Speaker:
Rob Rutkowski Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski is  Managing Partner of the Credit Union Practic Group of Weltman, Weinberg & Reis Co., L.P.A.  Through his work at WWR, Mr. Rutkowski advises credit unions on compliance, contract negotiation and employment law as well as a vast array of collection and legal issues.  Mr. Rutkowski is a well-known lecturer nationwide on topics such as marketing and lending compliance, director and officer liability, disaster recovery, identity theft, credit union accounts and a variety of laws impacting credit unions, such as the Bank Secrecy Act. He is a regular speaker at credit union leagues across the United States and has served as a speaker for CUNA, NAFCU and CUES.

Educational Investment:
Over $75 million  - $109 per telephone connection
$7-$75 million - $89 per telephone connection
Under $7 million -  $59 per telephone connection

Archive:
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.

Cancellation Policy:
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.

 

 
 

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