A Fiduciary’s Guide to the Fragile Years^TM

• Hear experts speak about the duties and responsibilities while serving as a fiduciary and recent legislative changes.

• Special Keynote Speaker Amy O’Rourke, MPH, CMC, Author, TED Talk Presenter, and Care Management Expert

• Learn best practices, accounting and bookkeeping requirements, dangerous trust provisions to avoid.

• Professionals will give guidance on common mistakes in probate administration, trust administration, care planning and court filings.

Professional Fiduciaries & Guardians, Attorneys, CPAs, Trust Officers, Paralegals, Individuals interested in starting a fiduciary business

• $350 for Non-Members - Open to the Public
  
  

• $250 for Members

Education: Applied for 7 hours of CLE and CEU, including one hour of Ethics; CJE, & CTFA eligible.

* CONFERENCE REGISTRATION INCLUDES *

• BACK BY POPULAR DEMAND! Thursday, February 24th - Happy Hour - "What is it worth?" - Ask the Kennedy Brothers! 

• Course Materials - Click HERE for the Detailed AGENDA

• 7 Hours of Continuing Education including one hour of Ethics

CONFERENCE SPONSOR

VIRTUAL HAPPY HOUR SPONSOR

SESSION SPONSOR

FRIEND OF THE COUNCIL SPONSOR