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San Diego Meeting - A Fiduciary's Guide to Boundaries - Understanding the Extent of a Fiduciary's Authority in Representative Capacities
San Diego - Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
USA
Wednesday, September 11, 2019, 11:30 AM - 1:00 PM PDT
Category: Webinar + In-Person Meeting

Meeting Title:
A Fiduciary's Guide to Boundaries - Understanding the Extent of a Fiduciary's Authority in Representative Capacities

Meeting Description:
Greg Borawski and Ricsie Hernandez of Brierton, Jones & Jones will be discussing the authority that is automatically conferred when appointed and actions that require additional court authority when acting as a Guardian, Conservator (Person or Estate), Administrator/Executor or Trustee and potential liability and/or discipline when acting beyond the scope of your authority.

** This meeting will be offered as a WEBINAR. **

Speaker's Name:
Gregory J. Borawski Esq.
Ricsie M. Hernandez, Esq.

Sponsor:
Grossmont Escrow and Trust Properties USA

CEU & MCLE:
Estate: 1.0


Click Here to Register


PFAC Members Only:
No

Cost:
Fiduciary Members: $25

Affiliate Members: $35

Non-Members: $40

Who Is this Meeting for:
Beginning to Intermediate

Intermediate to Advanced

Attorneys

Will food be served at this event?:
Yes

Menu:
We will be serving a plated lunch of salad, main course and dessert.

A vegetarian option will be available.


Agenda

PFAC San Diego September 11, 2019

11:30 am – Lunch / Networking

11:45 am – Start of Meeting

  • Opening remarks / Announcements

  • Introduction of New Members

  • Sponsor Introduction

  • Introduction of Speaker's: Gregory J. Borawski Esq. and Ricsie M. Hernandez, Esq.
    12:00 pm - Presentation, A Fiduciary's Guide to Boundaries - Understanding the Extent of a Fiduciary's Authority in Representative Capacities

  • 1:00 pm - End of Meeting


For More Information Contact:

Stacy Baxter

813.966.7199 

[email protected]

Marilyn Kriebel

619.749.0161

[email protected]


Contact: Stacy Baxter - [email protected].com - (813) 966-7199