09 Sep

What a Fiduciary Wants in a Business Partner

Lee Ann Hitchman

Lee Ann Hitchman

September 9, 2015

Presented by:

Lee Ann Hitchman

Lee Ann Hitchman is founding partner of Hitchman Fiduciaries. She is licensed in the State of California to act as a private professional fiduciary. The practice focuses on trust administration, special needs trust administration, estate administration, powers of attorney, and conservatorships, offering estate and case management services to the at-risk community consisting of seniors or individuals with disabilities. She is passionate about advocating for these vulnerable persons and looks to provide quality fiduciary services with a personal touch. A significant portion of the practice focuses on special needs trusts.

Lee Ann is an active member in the Professional Fiduciaries Association, most recently acting as program chair of the 2014 conference and will be organizing the PFAC 2016 conference special topics day. In addition, she has taught for the Alzheimer’s Association.
Lee Ann holds an undergraduate degree in mathematics and graduated from the USC Marshall School of Business with an M.B.A.

She and her fellow fiduciary partner Bruce Hitchman have six children and live in Orange County, CA

Lee Ann will discuss how vendors/partners can gain the attention of a fiduciary, as well as develop this business relationship. Attendees will learn about the liabilities every fiduciary faces every day, and how this theme impacts every aspect of the administration. You may be surprised to find out that some of things you say or do are actually not the best way to develop your relationship!