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