Legal and Ethical Considerations When Growing Your Fiduciary Practice
Cost: $50 PFAC Member – $70 Non-Member
Speakers: Robert E. Nuddleman, Esq. and Meredith Taylor, MFT, CLPF
CEU Awarded: 1.0 Practice Management
Presented Date: 12/10/2021
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.
Robert E. Nuddleman, Esq.
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.
Meredith Taylor, MFT, CLPF
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.
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Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
Instructors
Meredith Taylor, CLPF
Meredith Taylor has been working in the fiduciary field since 1994, She has her master’s degree in Psychology and is a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009 she became a partner of IMT Associates and now serves as the sole owner and fiduciary. Meredith is also the Northern Region President and Chair of Legislation for the Professional Fiduciary Association of California. She has a particular interest in serving the mentally ill population and working with families during difficult transitions. Her fiduciary practice is located in San Leandro and serves all surrounding counties.
Robert Nuddleman
I thoroughly enjoy representing employees and employers. Most people spend more waking hours with their co-workers than they do with their families. Any disruption in that relationship creates stress and problems. I help my clients fix those problems so they can move forward with their businesses and careers.
I remember attending camp at age 11 or 12, and taking a drama class. The instructor asked everyone to say why they chose the class. Some said they wanted to be actors, some didn’t know why they chose drama, and a few admitted they thought the class would be easy. I proudly said, “Because I want to be a lawyer.” Several people laughed, but the instructor knew what I was talking about. Like an actor, lawyers tell stories. More particularly, I tell your story. Figuring out the best way to tell your story enables me to be a better advocate for you.
When I studied psychology at Webster University in Geneva, I didn’t realize how much it would help me understand people’s motivations and perspectives. Because I represent employees and employers, understanding what the other side is thinking or how they perceive a situation gives me an advantage over attorneys that only represent one side or the other.
In law school, I learned how to use the law to protect and benefit my clients. I worked with the Katharine and George Alexander Community Law Center (fka East San Jose Community Law Center) representing indigent clients in employment disputes. Through their program, I represented several clients in administrative hearings before the Labor Commissioner and the Employment Development Department, and even conducted a full wage and hour trial–recovering the jurisdictional maximum for my client.