Title of Meeting:
Ethics of Prudent Probate Investing

Description of the meeting:

Don't miss this important discussion about: The Evolution of the Fiduciary Standard of Investment; Effect of the Suitability Standard; Fees of High Cost Investment Products; Beware of Financial Products - “If You Can’t Understand It In 30 Seconds, Don’t Buy It”; Person Centered Planning - Assessment of Client Needs, Determine Budgets & Investments; Budgeting and Forecasting; Risk Determination; Fiduciary Standard - Uniform Prudent Investor Act; Delegation & Liability; Applicable Probate Code - PROHIBITED INVESTMENTS; Judicial Council Form - “The Accounting Balances, but…”; Observations on Court Accountings; Case Studies, and more.

Our presenter, John Schoeppach, is a Senior Vice President with the Special Needs Team at Merrill Lynch. Headquartered in Folsom, California, John leads the team’s outreach within Sacramento,Northern California, and Nevada. John is a graduate of the United States Military Academy,West Point, and is a Retired Lieutenant Colonel and Airborne Ranger. He joined MerrillLynch in 1991. Closely attuned to the distinctive needs of special-needs, disabled, and elderly individuals, John develops tailored financial strategies designed to promote their long-term financial security and well-being. He brings extensive knowledge of wealth strategy and investment management for Special Needs Trusts and other court-supervised trusts, as well as probate investing for Conservatorships and Guardianships. Active in the community, John facilitates ongoing education for disability organizations, attorneys,professional fiduciaries, and CPAs.

Speaker's Name:
John Shoeppach
Merrill Lynch
Special Needs Team

Sponsor:
Alexandria Goff, Esq.
Law Office of Alexandria Goff

CEU & MCLE:
Trusts: 1.0

Click Here to Register

PFAC Members Only?
No

Members Price:
$20

Non-Member Price:
$25

Will food be served at this event?:
Yes

Food and Menu Details:
Buffet of salad and sandwiches will be provided, along with the best cookies in the world. Water, tea, coffee is included.

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

Agenda:

11:30 AM – Noon Gather, socialize, buffet lunch served.

Noon – 12:50 PM Presentation

12:50 PM – 1:30 PM Question / Answers