Trusts are an important estate planning tool, what does the credit union need to do when establishing a trust account at the credit union? There are other types of fiduciary relationships as well. This webinar looks at the most common types of relationships when the assets of one person are being managed by someone else: living trusts, representative payees and VA federal fiduciaries, conservators, custodians and more.
This webinar is meant for anyone responsible for opening these types of accounts: tellers, member serve representatives, branch managers; audit and compliance.
Mary-Lou Heighs founded Compliance Plus, Inc. to help credit unions with the always changing world of compliance. She joined the credit union movement in 1989 and has worked as a loan officer, marketer, collector as well as almost every position within credit unions. After working in credit unions, she transitioned to the Research and Information department for the California Credit Union League where she provided compliance assistance to all California and Nevada Credit unions. As President of Compliance Plus, Inc. Mary-Lou now provides compliance training all over the country for various Leagues and credit unions nationwide.
