Wednesday
January 6, 2010

12:00 pm - 1:30 pm Pacific
1:00 pm - 2:30 pm Mountain
2:00 pm - 3:30 pm Central
3:00 pm - 4:30 pm Eastern

Meet the Presenter

Elizabeth Fast, JD, CPA,
Spencer Fane Britt & Browne LLP

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Power of Attorney documents and Living Trust documents are complex legal instruments frequently used by your members to transact business with your credit union.  Each day you may have individuals claiming to be the Attorney-in-Fact for your member or the Trustee of your member’s living trust.  If not handled properly, these situations can expose your credit union to significant risk.  Learn everything your credit union needs to know about Powers of Attorney and about Living Trusts.  All aspects of Power of Attorney documents and Living Trust documents will be covered, including the steps you can take to reduce the credit union’s risk of loss. 

HIGHLIGHTS

• What does a valid Power of Attorney document look like?
• What does a valid Living Trust document look like?
• What are the relationships among your member, your institution, and the Attorney-in-Fact or Trustee?
• What actions can the Attorney-in-Fact or the Trustee take on behalf of your member?
• When does a Power of Attorney or a Living Trust terminate?
• What steps can your credit union take to reduce risk from Powers of Attorney or Living Trusts?

WHO SHOULD ATTEND?

This informative session is will be beneficial for all deposit personnel, loan personnel, tellers, member service representatives, new accounts personnel, compliance staff, and managers.