Business Services

Our business department handles all matters affecting the operation and legal maintenance of credit unions and their CUSOs.

Success is a journey, not a destination. – Ben Sweetland

We work with you to help you get where you want to go.

Our business department, consisting of Tom Wolfe, Janet Jones, Jeb Burbott, Victoria Allen, Katherine Brey and Haydee Garbero Hooten, handles all matters affecting the operation and legal maintenance of credit unions and their CUSOs. Practice areas include regulatory compliance, labor and employment law, consumer and business lending (including real estate-secured), taxation, intellectual property (copyright, trademark, etc.), securities, contracts and vendor agreements, marketing compliance, member disputes, and corporate governance matters (board of directors, volunteers, bylaws, etc.). In addition, we can assist you with daily, routine operational and corporate questions.  If you don’ know where you are going, you will probably end up somewhere else.
– Laurence J. Peter
In each of these areas, we have unparalleled expertise.

Ask about our CU Counsel program. For a low flat monthly fee, we can discuss the legal issues facing your credit union.  It’s a great way to save money and while still getting the legal counsel today’s credit unions need.