by frt_admin | Feb 10, 2021 | Uncategorized
What to Do; When; And How Speaker: Lorenzo Stoller, Esq., The Probate House L.C. Lorenzo C. Stoller is an attorney with The Probate House L.C., law firm, which has law offices in Torrance and Anaheim Hills, California. A top-rated attorney with more than seven years...
by frt_admin | Jan 13, 2021 | Uncategorized
High level explanation of the risks associated with running a business and the way various insurance policies will respond to them. Speaker: Dana Dattola, CRM, CIC, Weaver & Associates As a third-generation independent insurance broker, Dana is passionate about...
by frt_admin | Dec 9, 2020 | Uncategorized
Document Fraud in Financial Elder Abuse Cases There are many ways in which financial abuse occurs in elder abuse cases. Many of these involve financial documents that have been fraudulently altered. This presentation looks at real case examples of alterations that...
by frt_admin | Nov 18, 2020 | Uncategorized
A decedent’s estates or trust often come with “baggage,” which a professional fiduciary has to clean up. Challenges coming with an estate or trust often include third party creditors’ claims and community property disputes between the decedent and the surviving...
by frt_admin | Oct 14, 2020 | Uncategorized
A prudent trustee will develop a series of policies, procedures and practices that demonstrate they have fulfilled each of their duties of care. If followed, this governance process will increase the likelihood of a good outcome for both the trustee and the...
by frt_admin | Sep 29, 2020 | Uncategorized
An overview of wealth transfer strategies in today’s environment of high exemptions, low interest rates and shifting political winds, with an emphasis on modeling the quantitative impact of different gifting strategies. Presenters: Anne Gifford Ewing & Jeff...
