​​
Hawaii Credit Union League
  • Advocacy & Compliance
    • The Compliance Source Newsletter
    • Advocacy
    • Credit Union Compliance Management System
    • InfoSight
    • Ask-a-Lawyer
  • Solutions Directory
    • HCUL Business Partners
    • CUNA Strategic Services
  • Member Resources
    • Classifieds
    • Credit Union Difference Videos
    • CUAnalyzer
    • InfoSight
    • Advancing Communities
    • Publications
  • Professional Development
    • Bank Secrecy Compliance Workshop
    • Advanced Deposit/Share Accounts Issues Workshop
    • Fundamental Duties of a Credit Union Board Member Workshop
    • Operations Compliance Seminar
    • IRA Essentials & Advanced IRA Seminar
    • Annual Convention >
      • 2023 Annual Convention
      • Vendor Opportunities
    • Calendar
    • CUNA Events & Training
    • Financial Assistance
    • Staff Training
    • Volunteer Training
    • Webinars >
      • Webinar Series and Save
  • Children's Miracle Network
    • Marketing Playbook
  • Contact Us
  • Site Map
  • Advocacy & Compliance
    • The Compliance Source Newsletter
    • Advocacy
    • Credit Union Compliance Management System
    • InfoSight
    • Ask-a-Lawyer
  • Solutions Directory
    • HCUL Business Partners
    • CUNA Strategic Services
  • Member Resources
    • Classifieds
    • Credit Union Difference Videos
    • CUAnalyzer
    • InfoSight
    • Advancing Communities
    • Publications
  • Professional Development
    • Bank Secrecy Compliance Workshop
    • Advanced Deposit/Share Accounts Issues Workshop
    • Fundamental Duties of a Credit Union Board Member Workshop
    • Operations Compliance Seminar
    • IRA Essentials & Advanced IRA Seminar
    • Annual Convention >
      • 2023 Annual Convention
      • Vendor Opportunities
    • Calendar
    • CUNA Events & Training
    • Financial Assistance
    • Staff Training
    • Volunteer Training
    • Webinars >
      • Webinar Series and Save
  • Children's Miracle Network
    • Marketing Playbook
  • Contact Us
  • Site Map
Picture
ALOHA & WELCOME
​Payment required by VISA, MasterCard, or American Express for online registration.
This half-day workshop will highlight many of the advanced issues on deposit accounts.  This is designed to answer questions regarding set-up, death, and maintaining very complicated accounts.  Learn how to manage risks with these advanced accounts.
AGENDA
​
​8:30 am -  12:00 pm​
Breaking Down POA Requirements and Issues
  • What can the agent do and not do?
  • When do agents cease?
  • How do we handle the POA documents?
Estates and Handling Accounts After Death
  • Rights at death
  • Accounts that go into the estate and those that don't
  • Checks of decedents
  • Documents to set up an estate account
  • Membership issues
Formal Trusts - Revocable and Irrevocable
  • Understanding the role of trustees
  • How to process trust documents?
  • What can go into a trust?
  • Power of Attorney and trusts
  • What can a trustee do?
Court-Ordered Guardianships and Conservatorships
  • What can a guardian or conservator do?
  • How do we handle the documents?
  • When do they cease if ever?
  • What to do when a guardian dies?
REGISTRATION
Registration deadline:  May 10, 2023
​Member CUs:  $159 per person​
This workshop will be presented on the Zoom Meeting platform and requires each attendee to have a computer with video, audio (speakers and microphone), and internet access.  An email will be sent to all registered attendees three days prior with links to download or print the workshop material.  By registering for this workshop, you are consenting to be recorded and agree to the Hawaii Credit Union League’s code of conduct.
​
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to ​Hawaii Credit Union League; 1654 South King Street; Honolulu, HI  96826-2097.
REGISTER ONLINE
PRINT REGISTRATION FORM
Cancellation and refund policy
No refunds will be made or registration forms accepted after deadline.  Cancellation and refund requests must be made in writing and emailed to wendy.kishida@hcul.org.  Hawaii Credit Union League reserves the right to cancel this workshop in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
SPEAKER
Picture
Deborah Crawford is the President of Gettechnical Inc., a Virginia based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 30+ years of combined teaching and banking experience.
 Copyright Hawaii Credit Union League.  All Rights Reserved.
  1654 S King St  |  Honolulu, HI 96826
  Phone: (808) 941-0556 | info@hcul.org | sitemap
Picture