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Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.

In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more.

This presentation will introduce us to “Professional Fiduciary Practice Administrators”

Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.

Speakers Mary DeLeo, Esq. and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship Law

Peter Stern will review the legislation relating to conservators, the courts and private professional conservators.

Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don’t know how to make this happen?

Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.

Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.