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Webinar Calendar

Our League webinars offer training on topics for all aspects of credit union operations. You'll have the choice to participate in the live webinar only, purchase the recorded webinar or both. Included with all League webinars are the training log, quiz and answer key. 

Download a printable list of upcoming 2019 webinars >>

From time-to-time our webinar calendar will also show webinars from system partners. This is done as a courtesy to further your learning options and you should contact the system partner for details on those webinars.


Your Depositor Has Died: Actions to Take, Mistakes to Avoid

This webinar will thoroughly explain the proper steps your institution should follow when a depositor dies, including best practices used by other institutions. Join us to learn the legal requirements and practical issues when a depositor dies.

Dec 13, 2018 08:00 AM   -­­  Dec 13, 2018 09:30 AM
CT
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Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Member Services
  • Compliance

Register

unpub 6-13-19 

Description

It could happen today – one of your depositors dies. Your institution must act appropriately and promptly to avoid liability. This webinar will thoroughly explain the proper steps your institution should follow when a depositor dies, including best practices used by other institutions. Join us to learn the legal requirements and practical issues when a depositor dies.

Learning Objectives

  • Can you pay checks after the death of the accountholder?
  • Who can negotiate a check made payable to the deceased accountholder?
  • Who is entitled to the account upon the death of the accountholder?
  • Can the decedent’s accounts be setoff for debts owed to your institution?
  • How should you deal with the estate or relatives of the deceased?
  • When can Social Security funds be reclaimed from your institution?

Speaker

Elizabeth Fast, JD, CPA, Spencer Fane LLP

Investment

$259.00

Live and recorded webinar, handouts, quiz with answer key and training log are included.