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Lisa Soloway, Soloway Fiduciaries

Lisa Soloway is a California Licensed Professional Fiduciary and owner of Soloway Fiduciaries, Inc. She has been administrating trusts, estates, and Conservatorships for seventeen years. The Contra Costa court regularly appoints Ms. Soloway to resolve contentious family matters and provide complex trust analyses and accountings.  Lisa is a long-time member of the Estate Planning Council of Diablo Valley and is President of the board of directors.  She is a proud member of the Professional Fiduciary Association of California, Past President of the East Bay Chapter, and a current board member.  Lisa also sits on the board of Wellspring Educational Services in Walnut Creek and the Regional Center of the East Bay.

This course was taught at the 2023 PFAC Conference and is a review of the fundamentals of SNT and how to avoid common pitfalls.
Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0 - Ethics
Presented Date: June 1, 2023
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

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