EVENT: Decedent Accounts (Session Code: 630)
When your members die, are you prepared to deal with the consequences? Do you know to whom to pay funds when a member passes on? This seminar will teach credit union professionals what documents are needed from survivors making claims for funds. The speaker will also cover how the death of a member affects existing loans. The seminar will help prevent the grave consequences that can arise from mishandling funds paid to estates and beneficiaries.

Illinois Pricing:
Regular: $ 99.00

Out of State Pricing:
Regular: $ 99.00

Contact: Mary Jaros (Illinois Credit Union League)
Phone: 630-983-3466
Fax: 630-983-3212
Email: mary.jaros@ilcusys.org

Speaker: Rob Rutkowski
Speaker Bio:
 Rob Rutkowski is a partner in the Brooklyn Heights, Ohio office of Weltman, Weinberg & Reis Co., L.P.A. (WWR) and manages the firm’s Credit Union department and the Corporate & Financial Services practice group. Mr. Rutkowski obtained his B.A. from the University of Akron in 1988 and his J.D. from the Case Western Reserve University School of Law in 1991. A member of the American, Ohio State, Lake County and Cleveland Bar Associations (former Cleveland Board Trustee), Mr. Rutkowski is licensed in Ohio. He is admitted to practice before the U.S. District Court (Northern District of Ohio). Mr. Rutkowski served on the Board of Directors for the Lake County Educational Federal Credit Union for 4 ½ years. He is a frequent lecturer on legal issues for credit unions and has served as a speaker for the Credit Union National Association (CUNA), the National Association of Federal Credit Unions (NAFCU) and most recently, the Credit Union Executives Society (CUES), where he leads a series of informational webinars. Mr. Rutkowski has been published in Credit Union Magazine, Credit Union Management Magazine and The Cleveland Bar Journal and is the Producer and Co-host of the Current Issues in Credit Unions podcast.

Location(s):

Location 1:
Telephone - September 01, 2010: 10:00 am Central
Duration: 1 Hour

Online registration for this event has ended.