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Michigan Credit Union League

An Attorney's Look at Fiduciary Accounts and Overdrafts

Class action lawsuits against credit unions are popping up across the country due to overdraft practices and disclosures, and Attorney Chuck Holzman will address such concerns with attendees at the MCUL & Affiliates 2018 Compliance Conference.

He will look at the industry, what the CFPB may or may not be up to in relation to overdrafts and explain what credit unions should be evaluating with respect to their own disclosures and account agreements.

Taking place Feb. 21-22 in East Lansing, Holzman is slated to deliver a second session at the event on fiduciary accounts. Always a hot topic, credit unions are frequently presented with members wishing to open different types of fiduciary accounts, such as social security representative payee accounts, Department of Veteran’s Affairs representative payees, trusts, conservatorships and power of attorney to name a few. He will concentrate on issues credit unions face involving use of these accounts, as well as proper guidelines to follow.

The two-day event features a new expanded agenda and nearly a dozen speakers. Registration is $310 per person for the full conference, with a one-day registration option of $169 per person.

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2018-01-05 00:00:00