About Program:

1 hour General Participatory MCLE credit.

Attorneys are often faced with the problem of having a grantor of a trust unable to name a suitable Successor Trustee, Power of Attorney for Finances and often Agent under Advance Healthcare Directive in the grantor’s documents. Recommending the services of a private professional fiduciary for these roles during the estate planning process will enhance your clients' perception of the care and service they receive. Explore opportunities for attorneys and fiduciaries to work together for the benefit and protection of their clients, both within the court system and in the private sector.

About Speakers:

Carolyn Brock, Esq., is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law (2004). Carolyn has been practicing law for over 16 years, working predominantly in the areas of Estate Planning, Trusts, Wills, Probate, Conservatorships, Trust Administration, Corporate/Business Law, and Qualified Domestic Relations Orders.

Susan Fox, CLPF, NCG, is a California Licensed Professional Fiduciary and a National Certified Guardian. Susan K. Fox, the Principal and Founder of Liberty Fiduciary Services, has more than fifteen years experience of providing direct services to vulnerable individuals.

About Cancellation:

To cancel your registration, please call 619-531-3900. To receive a refund, you must notify us 72 hours in advance. Refunds may take up to 2 weeks to process.