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Meeting Title:
Protecting Trustees from Liability

Meeting Description:
As a fiduciary, how do you protect yourself from liability? Your speakers, John Schoeppach and Craig Stone, have been helping trustees protect themselves for over a decade. They will walk you through proper financial planning while adhering to the California probate codes of investment and how to implement them properly. A case study will be discussed which shows what to look for in a non-compliant investment portfolio. They will also provide helpful tips on protecting yourself (or your practice) such as an organized documentation system, how often you should communicate and other pitfalls to avoid.

We bring the next best thing to being in-person with this live webinar by two members of the Merrill Lynch Special Needs Team. Bring your own lunch and view at the leisure of your office wherever that may be.

***This Meeting is WEBINAR ONLY ***
Webinar Login / Start Time will be 11:45AM

Speaker Name:
John Schoeppach and Craig Stone

Sponsor:
Tony and Linda Kirk
Kirk Real Estate

CEU:
Trusts: 1.0

Meeting Date:
Tuesday April 28th, 2020

Meeting Time:
12:00PM - 1:15PM

Meeting Price:
Members: $20
Non-Members: $25

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