#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


  • 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



CLE Credit

Diversity, Inclusion and Elimination of Bias, Ethics, Skills, Cybersecurity, Privacy & Data Protection – General

Credit Hours


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