The Legal Side of Dealing with Power-of-Attorney & Living Trust Documents

Date: September 5, 2012

Time: 2:00 PM- 3:30 PM CST

Registration Options:
Live Webinar- $200
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

On Demand Web Link & CD- $200
Can’t attend the live webinar?  The ON-DEMAND WEB LINK is a recording of the live event including audio, visuals, and handouts.  We even provide the presenter’s email address so you may ask follow-up questions.  Approximately 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above

Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)

About This Webinar:
Powers-of-attorney and living trust agreements are complex legal documents used to transact business with your credit union on a daily basis.  If not handled properly, they can expose your credit union to significant risk.  This webinar will explain everything you need to know about powers-of-attorney and about living trusts, including more difficult situations involving joint accounts, multiple attorneys-in-fact, misconduct by an attorney-in-fact, and death of the accountholder.  All aspects of power-of-attorney documents and living trust documents will be covered and a uniform certification of trust and a durable power-of-attorney will be examined.  In addition, we will discuss the steps that your credit union can take to reduce your risk of loss when dealing with powers-of-attorney and living trusts.

        Highlights
      - What does a valid power-of-attorney document look like?
      - Should your credit union only accept durable powers-of-attorney?
      - What does a valid living trust document look like?
      - 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 of loss from powers-of-attorney and living trusts?

*To register for this webinar, CLICK HERE

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