Lunchtime! Bring your own brown bag and join Laurie Kouzes and Trevor Murphy from Professional Fiduciary Services (PFS) with Mark Prendergast acting as moderator. We want to educate our clients and friends (feel free to share this e-vite) on the benefits of a professional fiduciary. Who is the best successor trustee for your estate needs? Your sister? Best friend? Eldest child? Your CPA or attorney? Your bank’s trust department? We will explore various situations where appointing professional trustee might be your best choice.
Professional fiduciaries must be licensed in the State of California (with limited exceptions). They provide critical services to seniors, persons with disabilities, and children. They manage matters for clients including daily care, housing, and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management.
We look forward to you joining us at our Zoom webinar on March 10th @ 12PM, 30-minute presentation + 10 minutes of Q&A.