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

Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.

The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations. 1.0 CEUs are awarded for this course.

Rattlesnakes are known to strike quickly, without warning, and cause fatal and near fatal injuries. For the unwary fiduciary, ethical mistakes can happen without warning and be fatal to their career.

A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent’s estate.

Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values.

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.

This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary…

The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances.

A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with.