PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Kim Schwarcz, CLPF
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Kim Schwarcz, CLPF
Kim Schwarcz has been a Private Professional Fiduciary for 21 years, specializing in conservatorships, (with complex medical and mental health issues), SNTs and estate administration including high end art collections. She was on the regional and state board of PFAC for four years and have been conference chair many times. Kim teaches and presents frequently.
This presentation will help Professional Fiduciaries: (1) avoid claims and disputes; (2) ensure they are covered by insurance in the event of a claim; and (3) navigate the claim handling/professional.
Member Price: $50.00
Non-Member Price: $70.00
CE / MCLE Awarded:
1.0
Presented Date: May 3, 2019
A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with.
Member Price: $50.00
Non-Member Price: $70.00
CE Awarded:
1.0
Presented Date: July 17, 2018
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/