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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.

Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children.

This course will be very informative on how to understand and work with Asian American Clients.

When a conservatee or beneficiary asserts a legal claim against a fiduciary, it will be based on a wrong they have purportedly suffered.

Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.

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.