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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/24/2016
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From the Editors of CU Weekly

updated 07/18/16 02:31 PM
Rules, Best Practices
Attention California credit unions! Are you well-versed in trust accounts and other fiduciary accounts? Your members expect you to know all the rules.

Join the Trusts & Other Fiduciary Accounts webinar on July 27 where you will get an overview of distinctive account structures, including Living Trusts, Totten Trusts, Uniform Transfer to Minors, and Coogan accounts. In addition, this session will outline the setup of Representative Payee accounts and Conservatorships.

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