 STANDARD

How To Work With Attorneys In Contested Matters Part 1

• In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter.

 ADVANCED

How to Detect Lies, Fraud, and Identity Theft

• Can You Tell When Someone is Lying? Let Body Language Expert Traci Brown Show You How!
• 01:00:00

 STANDARD

Here Today, Gone Tomorrow

• Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not.

 ADVANCED

Financial Elder Abuse: What's Involved and Is It Worth the Time and Expense?

• Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by an elderly person.

 STANDARD

Fiduciary Neutrality: When to Join the Fight? The Ethics, Law and Practice of Neutrality

• The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances.

 STANDARD

Examining the Role of A Professional Fiduciary

• When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is often fraught with risk.

 BEGINNER

Professional Fiduciary Pre-Licensing Education Program (STUDENT TAKE THIS COURSE ONLY. DO NOT TAKE INDIVIDUAL COURSES)

 EXPERT

Everything You Wanted To Know About Court Accountings But Were Afraid To Ask

• Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability.

 STANDARD

Establishing and Growing a Fiduciary Practice

• Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.

 STANDARD

Deconstructing the Neuropsychological Exam

• Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions.