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

This session is not available. However, there are other sessions available

Course Code







July 12 2016 1:00 pm to August 17 2017 8:00 pm

Session Dates

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

Cancellation Deadline

August 25 2017 8:00 pm



Who Should Attend


Event Description

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...

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Description Link

View or Download Description: EMP-LVF-CSHEE01-ILE_DES.pdf

Image for Dianne Dunn

Facilitator: Dianne Dunn
President, Dianne Dunn Consulting Services Inc.

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