This presentation will seek to define a fiduciary and the expectations that govern every fiduciary. A fiduciary handles the assets of another person, so the standards of care are high. Fiduciaries include: agent under power of attorney, conservator, and trustee, among other. The presenter will discuss and evaluate common pitfalls that can lead to problems and how to avoid those problems.
All webinars will be recorded and available for viewing after the event.
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3269 28th Street
Boulder, CO 80301