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This is an informative discussion on Funeral/Burial planning that is unique to different to every culture and religious tradition.

Learning Objectives will have a focus on reality vs theoretical.

Scott will be providing answers and best practices suggestions to issues such as when and how can a fiduciary, serving as Guardian, Conservator, Personal Representative or Trustee delegate their…

J.D. Strong of Bond Services of California will be presenting “Surety Bonds Problems and Solutions”.

Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions.

Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge.

The Britney Spears Case.

This presentation will focus on various types of options and resources for providing long term care for individuals that have limited financial resources.

Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities

A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s.