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Meeting Title:
Do I Say Yes To This Mess

Meeting Description:
What you need to know when serving as conservator or trustee to incapacitated clients . Detailed Description of Program Representing incapacitated clients became more complicated after January 1, 2022 when AB 1194 went into effect. Broad changes to conservatorship law, the California Business and Professions Code, and the California Probate Code were implemented to empower conservatees and to increase scrutiny of private fiduciaries. How do these changes this affect your role as an advocate? We will be examining the impact of these changes on conservatorship practice, exploring many ethical questions that have come up for fiduciaries, and discussing practical applications of the new laws through hypotheticals.

Speaker:
Lara Heisler
Rachel Rosenfeld

CEU & MCLE:
Practice Management: 1.0/1.0

Meeting Date:
Wednesday, September 13, 2023

Meeting Time:
12:00 PM - 1:30 PM

Meeting Address:
Rodnunsky & Associates
5959 Topanga Canyon Blvd. Suite 220 Woodland Hills, CA 91367

Type Of Meeting:
This is an In-person lunch meeting for Fiduciaries and Attorneys only.

Cost Of Meeting:
Fiduciary and Attorney Members: $30
Fiduciary and Attorney Non-Members: $40
Student: $10

Food:
Yes

Menu:
Buffet Style - Serve Yourself
Vegetarian Option Available

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Thank you to our Sponsors:
Lisa Ghazalian of Manufacturers Bank

David Cruise, MBA, CFP, 

For More Information Contact:
Brad Kuechler
[email protected]