by frt_admin | Apr 14, 2021 | Uncategorized
The world is still in shock over Kobe Bryant’s untimely and tragic death. We’ll take a look at his ongoing estate and the issues in it, including: – Was there a will? – How do the will and any trusts interact? – Who may get what, and how? – What makes a valid creditor...
by frt_admin | Mar 10, 2021 | Uncategorized
This presentation will feature a panel of professionals who each handle a facet of estate settlement for tangible personal property. From recovering important documents and hopefully avoiding probate, to deciding what to do with the household contents, the...
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...
