Loren Emmanuel
Loren Emmanuel

Loren Emmanuel is the founder and Executive Director of The ACE Fiduciary Group, A Non-Profit Corporation. She brings more than 30 years of experience in financial management for small businesses and family wealth transitions. She has a depth of experience in managing asset transfers; real property; financial accounting to beneficiaries; and handling numerous probate, conservatorship and trust administration cases both as a highly qualified paralegal and as a licensed fiduciary. She is a Certified Professional California Licensed Fiduciary and a member of The Professional Fiduciaries Association of California, an affiliated member of the Contra Costa County Bar Association and a member of the National Guardian Association. Loren’s experience and education exceeds the standards to qualify under the California Business & Professions code requirements as a professional fiduciary. She received her Master’s in Business Administration from the University of Southern California and her Bachelor of Arts degree from the University of California at Berkeley.

Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries.
Member Price: $50.00
Non-Member Price: $70.00
CE / MCLE Awarded:
1.0
Presented Date: August 25, 2020
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/