Cost: $50 PFAC Member – $70 Non-Member
Speakers: Monica Goel, Esq.
CEU Awarded: 1.0 Ethics
Presented Date: 05/15/2018
About the Course
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we have greater insight into and respect for the person’s culture, religion, gender, sexual orientation, ethnicity, etc. Attendees will learn how to do an ethnographic interview, how diversity within and across cultures affects decision making, and how our own perspective may be influencing our practice.
About Monica Goel, Esq.
Monica Goel has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.
Monica’s presentation focuses on presenting the ethical challenges facing fiduciaries in the estate and trust practice. She also provides case examples on how to avoid breaches of fiduciary duty and protect yourself from liability.