#2465 There’s a Fiduciary: Now What?

Presented on May 24, 2023

4.5 CLE credits: 2.0 Skills, 1.0 DEI, 1.0 Cybersecurity-General, 0.5 Ethics

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

OnDemand: $105 members (Promo Code: member2017), $150 Non-members