by frt_admin | May 20, 2022 | Uncategorized
May 11, 2022 Planning for Real Property Transfer after Proposition 19 What has changed, what hasn’t, and how to use LLCs to get similar results after the passage of Proposition 19. Presented by: Joshua R. Driskell, Managing Partner, Lagerlof, LLP Mr. Driskell focuses...
by frt_admin | May 2, 2022 | Uncategorized
April 13, 2022 Aging in America We are all familiar with the topic and idea of aging – some of us even work in the field where we interact with seniors everyday! This presentation takes a look at how the concept of aging has changed over the years and what it will...
by frt_admin | Mar 9, 2022 | Uncategorized
March 9, 2022 Long Term Care is the #1 Unplanned Expense For Seniors: Why is this important for Fiduciaries and for anyone who offers financial advising? What is long-term care? How is it paid for? Where is care received? What are the care options? Why is...
by frt_admin | Feb 9, 2022 | Uncategorized
Topic: Who’s in Charge Anyway? February 9, 2022 This month’s presentation about caregivers is inspired by the Netflix hit movie “I Care A Lot” Starring Rosamund Pike Click here for a copy of this presention. • What is Sovereignty? Could the events of the movie really...
by frt_admin | Jan 12, 2022 | Uncategorized
January 12, 2022 Topic: Common Pitfalls in Estate Planning: A Litigator’s Perspective This presentation is about common provisions in estate planning documents that we see litigated often and suggestions on ways to minimize litigation exposure. Click here for a copy...
by frt_admin | Dec 8, 2021 | Uncategorized
In the spirit of the season, Fiduciary Round Table honored three local charities. Salvation Army – The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by...
