Expand/collapse block Case Studies in Handling Estates

Case Studies in Handling Estates

CUSOURCE / 1. Employee Instructor Led Course Catalogue / 1.3 Compliance/Risk Management

Course Code







September 11 2018 11:00 am to June 12 2019 9:00 am

Session Dates

June 17 2019, 12:00 pm to 1:30 pm
June 19 2019, 12:00 pm to 1:30 pm
June 21 2019, 12:00 pm to 1:30 pm

Cancellation Deadline

May 23 2019 8:00 pm



Who Should Attend


Event Description

This interactive, scenario-based eClass focuses on a systematic, five-step approach to handling estates. This eClass is comprised of three, 60-minute pre-work sessions and three, 90-minute online WebEx sessions. There is also a post session quiz that must be completed after Session 3. Completing all eClass components is required to be credited with completing this course.

The course focuses on the knowledge and processes required to:

  • • Work with the estate representative or executor.
  • • Help facilitate distribution of the estate so that the interests of the estate and the credit union are protected.
  • You will learn about:

  • • Mitigating potential liabilities, preserving the member’s assets, and protecting the interests of the credit union.
  • • Handling several common estate scenarios, each with escalating levels of challenge and complexity.
  • To realize full value from...

  • (See More)

    Description Link

    View or Download Description: EMP-LVF-CSHEE02-ILE_DES.pdf

    Image for Joan McAulay

    Facilitator: Joan McAulay
    Senior Personal Trust Specialist, Concentra Trust


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