Search Results for: anna mercado clark

#2465 There’s a Fiduciary: Now What?
Presented on May 24, 2023 (expires 5/24/28) 4.5 CLE credits: 2.0 Skills, 1.0 Diversity, Inclusion, and Elimination of Bias, 1.0 Cybersecurity-General, 0.5 Ethics and Professionalism Appropriate for Experienced Attorneys only The BAEC’s Surrogate’s Court Committee details what to do once the court appoints a fiduciary, covering:
  • Getting letters
  • Dealing with assets
  • Dealing with debts & claims
  • Inventories & closing the estate
  • Uncovering unconscious bias in practice
  • Cybersecurity considerations
  • Ethical considerations
Speakers:
  • Hon. Acea M. Mosey
  • Joseph Shifflett, Esq.
  • Linda Novotny, Esq.
  • Britta McKenna, Esq.
  • Joshua Dubs, Esq.
  • Jamila Lee, Esq.
  • Jennifer Flannery, Esq.
  • Anna Mercado Clark, Esq.
Moderator: Linda Stravalaci Grear, Esq., Chair, Surrogate’s Court Committee Available format: OnDemand, CD, DVD OnDemand: $105 members (Promo Code: member2025), $210 Non-members