When members want the credit union to hold trust accounts, does the credit union member service rep know how to set up the accounts? Does he or she have all the correct forms? Are member service reps allowed to cross-sell credit union services to these members? These questions and more will be answered in this Quickbite on trust accounts. From establishing the account to offering lending to trusts, the speaker will cover the ins and outs of credit union trust accounts and offer advice on how to avoid common errors.
Speaker: Rob Rutkowski Attorney, blogger, podcast producer and nationally-recognized speaker, Rob Rutkowski has recently migrated from being a partner in a law firm to being a speaker and solo practitioner. Rob advises credit unions on compliance, contract negotiation and employment law as well as a vast array of other legal issues. Rob is a well-known lecturer nationwide on topics such as lending compliance, social media and cloud computing, director and officer liability, disaster recovery, identity theft, credit union accounts and other laws impacting credit unions, such as the Bank Secrecy Act. He is a regular speaker at credit union leagues across the United States and has served as a speaker for CUNA, NAFCU and CUES.