Compliance Quarterly: Can You Trust That Trust?
Thursday March 26, 2026
11:00 am - 12:00 pm
NYCUA's General Counsel, Mitchell Pollack, will tackle your most-asked compliance questions in each session.
Please join us for education, clarification, and most importantly, engaging discussion among your peers on these hot topics.
Session Description: "Can You Trust That Trust?" - Learn how to review a trust and determine whether your credit union can allow a member to open a trust account. What can the trustees do? Who is authorized to act on behalf of the trust? What if there are multiple trustees? Understand the legal concept of fiduciary duty. Join Mitch in the next Compliance Quarterly webinar and learn the ins and outs of reviewing and dealing with trusts.
Speaker:
Mitchell Pollack, General Counsel
New York Credit Union Association
Educational Investment: Benefit of Membership