BEGIN: VCALENDAR
VERSION: 2.1
BEGIN: VEVENT
DTSTART: 20121205T200000Z
DTEND: 20121205T213000Z
SUMMARY: Opening Trust Accounts: Documentation, Authority, & Liability
LOCATION: Your Credit Union


Oklahoma City, Oklahoma
 - Credit Union Association of Oklahoma: http://www.oklahomacreditunions.coop
UID: 982
DESCRIPTION;ENCODING=QUOTED-PRINTABLE:  Date: December 5, 2012 =0D=0A=0D=0ATime:  2:00 PM- 3:30 PM CST =0D=0A=0D=0ARegistration Options: =0D=0A=0D=0A  Live Webinar-  $200  =0D=0A=0D=0AThe  LIVE WEBINAR =0D=0A=0D=0Aoption allows you to have one telephone connection for the audio =0D=0A=0D=0Aportion and one Internet connection (from a single computer terminal) to =0D=0A=0D=0Aview online visuals as the presentation is delivered.  You may have as =0D=0A=0D=0Amany people as you like listen from your office speaker phone.  =0D=0A=0D=0ARegistrants receive a toll-free number and pass code that will allow =0D=0A=0D=0Aentrance to the seminar. The session will be approximately 90 minutes, =0D=0A=0D=0Aincluding question and answer sessions.  Seminar materials, including =0D=0A=0D=0Ainstructions, pin number, and handouts will be emailed to you prior to =0D=0A=0D=0Athe broadcast.  You will need the most current version of Adobe Reader =0D=0A=0D=0Aavailable free at www.adobe.com. =0D=0A=0D=0A =0D=0A=0D=0A On Demand Web Link & CD-  $200 =0D=0A=0D=0ACan’t attend the live webinar?  The  ON-DEMAND WEB LINK =0D=0A=0D=0Ais a recording of the live event including audio, visuals, and =0D=0A=0D=0Ahandouts.  We even provide the presenter’s email address so you may ask =0D=0A=0D=0Afollow-up questions.  Approximately 1 week prior to the webinar, you =0D=0A=0D=0Awill receive an email with the web link.  This web link can be viewed =0D=0A=0D=0Aanytime 24/7, beginning 6 business days AFTER the webinar and will =0D=0A=0D=0Aexpire 6 months after the live program date.  But there's more . . . AS =0D=0A=0D=0AAN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.*  The =0D=0A=0D=0ACD ROM includes the original audio/visual presentation, the question and =0D=0A=0D=0Aanswer sessions, and the handouts.  Use the on-demand link or this =0D=0A=0D=0A“off-the-shelf” training program for those that could not attend the =0D=0A=0D=0Alive seminar and for future training. =0D=0A=0D=0A =0D=0A=0D=0A Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)-  $250 =0D=0A=0D=0AIncludes options 1 and 2 above =0D=0A=0D=0A Special Registration Option for member credit unions under $20 million-$169 =0D=0A=0D=0A On-demand link only (does not include CD or live webinar) =0D=0A=0D=0AAbout:  =0D=0A=0D=0A Many accountholders use trusts to plan for their estate, family, taxes, etc.  When opening these special accounts, you need to know about proper documentation, CIP, and account card responsibilities.  You must also understand the trustee(s) authority and duties and your credit union’s responsibility and liability.  This webinar will cover standard trust-opening procedures and many questions that arise as trusts and accountholder situations change. =0D=0A=0D=0A =0D=0A=0D=0A     HIGHLIGHTS =0D=0A=0D=0A     > What is the difference between an informal and formal trust? =0D=0A=0D=0A     > How is CIP (Customer Identification Program) accomplished on a trust?   =0D=0A=0D=0A     > How are account card contracts styled and what disclosures are given? =0D=0A=0D=0A     > Is there a difference in how the account is opened depending on whether a trust is revocable or irrevocable?  Whose TIN is used?  Does it matter? =0D=0A=0D=0A     > Who are the key players in a trust? =0D=0A=0D=0A     > What happens if a trustee dies?  What documentation is needed and what happens if the trust becomes irrevocable? =0D=0A=0D=0A     > Who is the payee when depositing, opening, or closing a trust? =0D=0A=0D=0A     > Can there be a power-of-attorney with a trust? =0D=0A=0D=0A     > What happens if a trustee’s name changes? =0D=0A=0D=0A     > What if a financial institution closes?  How is the trust insured? =0D=0A=0D=0A     > How can a trust be set up with an existing accountholder? =0D=0A=0D=0A     > Should a trust have joint owners on the account? =0D=0A=0D=0A     > Can you have two trusts in one account set-up as joint WROS? =0D=0A=0D=0A     > Can trusts be amended, changed, or revoked?  What paperwork is involved? =0D=0A=0D=0A*To register for this webinar, click here.      =0D=0A=0D=0AFor more information, please contact Carrie Buchholz at:  =0D=0A=0D=0A(P) 405.702.8622 ext. 215 =0D=0A=0D=0A(E) carrie@cuaok.org =0D=0A=0D=0A =0D=0A=0D=0A 
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