Decedent Accounts

Date: August 14, 2012

Time:  10:00 AM -11:00 AM CST

Registration Options:
Quickbite Audio Conference- $150 (unlimited listeners and free audio archive for 30 Days after conference)

This session will cover the following:
   • Preparing for and dealing with the death of members
   • Types of accounts
   • Death-proofing accounts – properly filling out account cards
   • Confirmation of death
   • Dealing with an estate
   • Steps to take when a member dies
   • Alternatives to Probate and much more!

For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org

Speakers

Bertoux, Carol
Carol Bertoux is the Associate General Counsel for the Illinois Credit Union League. In this position she assists the general counsel and chief operating officer of the League in general matters on behalf of the League and it’s affiliates. She also analyzes state and federal laws, rules and regulations that affect credit unions, and provides assistance and advice to credit unions and their retained counsel.