DATE, TIME & LOCATION:

Date of Meeting:
Tuesday, April 23, 2024

Time of Meeting:
11:30am-1:00pm

Location of Meeting:
Max's Restaurant
110 Grass Valley Road
Auburn, CA 95603

TOPIC & DESCRIPTION:

Meeting Title:
Collaborative Excellence: Enhancing Communication and Collaboration between Licensed Private Fiduciaries and Attorneys

Description of the meeting:
Summary: Ali Goff will present to fiduciaries and attorneys on how to best communicate with their attorneys to ensure compliance with the law, but also to help avoid frustration, and conflict between the fiduciary business and their counsel. Practical information will be provided so fiduciaries can set up their attorney relationships with success, and if needed terminate them while maintaining a positive reputation in the community. 

THANK YOU TO OUR SPONSOR:

MEETING TYPE:

How meeting be presented:
In Person Chapter Meeting

Registration Close Date:
April 19, 2024

FOOD INFORMATION:

Type of Food To Be Served:
Buffet Style - Serve Yourself
Vegetarian Option Available

MEETING PRICE & ACCREDITATION:

Meeting Open To:
Members and Non-Members (everyone)

Member Pricing:
$25

Non-Member Pricing:
$30

Student Pricing:
$15

CEU:
1.0

Category:
Practice Management

Level of Difficulty:
Beginning to Intermediate

SPEAKER INFORMATION:

Speaker Name(s):
Alexandria Goff, Esq -- Owner & Founder of Goff Legal, PC

FOR MORE INFORMATION CONTACT:
Brad Kuechler, M.A.
PFAC Education Manager
[email protected]