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
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Opening remarks / Announcements
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Introduction of New Members
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Sponsor Introduction
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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
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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] - (813) 966-7199
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