eTrain: When a Borrower Dies - Common Mistakes Made by Credit Unions

 Member Service  Compliance/Regulatory  Lending/Collections

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Join Bruce Pearson and Robert Wilkins as they navigate through the pitfalls of deceased member loans. From their experience, they have seen several common problems and will share with you relevant how-to advice.

  • How deposit account setup can affect your loan
  • Loan document issues – declaring a default based upon death
  • Rights of relatives to assume real estate mortgages and other loans
  • Offset rights and their effect upon joint owners and POD payees
  • Government reclamation issues
  • Creditors’ claims

Program Length: 95 Minutes

Who Should Attend

  • Compliance Officers
  • Internal Audit Personnel
  • Loan Officers
  • Operations Officers

Meet The Presenter:

Robert Wilkins, Associate
Mr. Wilkins’s practice concentrates on contract review and negotiation and financial institution regulatory matters. Mr. Wilkins is the primary author of SW&M’s Decedent’s Account Manual (2015 Edition).

Bruce A. Pearson, Senior Partner
Mr. Pearson provides the firm’s clients with results oriented, practical and strategic legal and business advice focusing upon corporate governance, operations, insurance coverage and regulatory matters. Mr. Pearson’s past credit union work experience provides the firm’s clients with a valuable “in the trenches” perspective.


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