Case Studies in Handling Estates
This session is not available. However, there are other sessions available
July 12 2016 1:00 pm to August 17 2017 8:00 pm
September 11 2017, 12:00 pm to 1:30 pm
September 13 2017, 12:00 pm to 1:30 pm
September 18 2017, 12:00 pm to 1:30 pm
September 21 2017, 12:00 pm to 1:30 pm
August 25 2017 8:00 pm
Who Should Attend
This interactive, scenario-based eClass focuses on a systematic, five-step approach to handling estates. The eClass is comprised of one 60-minute independent pre-work session, three 90-minute online group sessions, one 60-minute independent homework session, and a final 60-minute online session. 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 a number of common estate scenarios, each with escalating levels of challenge and complexity.
To realize full value from...(See More)
Facilitator: Dianne Dunn
President, Dianne Dunn Consulting Services Inc.