Legal and Ethical Considerations When Growing Your Fiduciary Practice

About the Course

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? Whether you’re thinking of hiring your first or your tenth employee, knowing your ethical and legal responsibilities in relation to your fiduciary practice is paramount. Understand the systems you need to have in place, as well as the standards and procedures to ensure you are fulfilling your fiduciary duty. Discover best practices for hiring, training and supervising employees in your fiduciary practice, and how to end the relationship gracefully when things don’t work out. Seasoned fiduciary, Meredith Taylor, and respected employment attorney, Robert Nuddleman, will help you avoid common pitfalls along the road to a bigger and better practice.
Member Price: $50.00
Non-Member Price: $70.00
CE Awarded:
1.0
Presented Date: December 10, 2021

Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her Bachelor of Arts degree in Psychology. She went on to pursue her Master of Arts degree in Counseling Psychology and became a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009, Meredith became a partner of IMT Associates and in 2018, became the sole owner.

In addition to her own caseload of clients, Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages new referrals for our services and provides client assessments and consultations. Through the years, Meredith has worked closely with a wide variety of clients, focusing on the elderly, mentally ill and developmentally and physically disabled who are suffering from dementia, depression, alcohol and drug dependence and other serious medical and psychiatric conditions.

Robert Nuddleman is the principal attorney at Nuddleman Law Firm, P.C. Mr. Nuddleman represents businesses and employers in Federal and State court as well as proceedings before the California Department of Industrial Relations (Labor Commissioner), Equal Employment Opportunity Commission, Department of Fair Employment and Housing, and Unemployment Insurance Appeals Board. A main focus of Mr. Nuddleman’s work is in wage and hour claims, and claims of sex, race, age, disability or pregnancy discrimination and/or harassment. Mr. Nuddleman also advises and represents business clients in employment matters in an attempt to avoid litigation and reduce potential exposure to claims of all kinds in light of developing law.