Specialty/Fiduciary Accounts: The Everyday Essentials Facilitator: Dan Holzman – Holzman Law PLLC Wednesday, May 21, 2025 Time: 9:00 am – 11:30 am Cost: $30 per person / per session. Where: Zoom Register by May May 16, 2025 This virtual event is for all interested credit union professionals – executives, managers and staff. Please forward this invitation to your team members as appropriate. The aging of the Baby Boomer population and their desire to protect their assets and provide direction to their heirs has resulted in increased use of trusts and fiduciary documents to do so. This session will concentrate on the complex issues involving their use. It will provide guidelines to assist your credit union when opening trust accounts; how to handle power of attorney issues, and how to avoid liability with other representative account issues. As an attendee, you will also have the opportunity to participate in a Q&A forum to address any outstanding questions regarding specialty accounts. For questions, please contact Emily Roberts at 248.263.4151 or email emilyr@peopledrivencu.org. * Required Fields Credit Union / Organization Name: Contact Name: Contact Email Address: Contact Phone Number: Amount Due: Make checks payable to Oakland Chapter of Credit Unions and mail to Please note the new address! Michigan United Credit Union Attn: Stacy Wilson 3501 Hamlin Rd Auburn Hills, MI 48326 Please note the new address! Security Code: Go to main navigation
