The (Not So) Dumb Questions You are Too Scared to Ask

This is a panel presentation by an attorney, private professional fiduciary and certified public accountant. This presentation will cover the basics of setting up a client file, to picking the right team to assist you, as well as will answer questions about what most private professional fiduciaries think they should already know, or have questions on, but don’t necessarily want to ask their attorney or certified public accountant about.