Webinar Fiduciary Best Practices Part 1

Course overview

Assuming the role as a fiduciary is a major responsibility. Emphasis must always be on empowerment, preferences and safety of those we serve. However, the fiduciary is often caught between her duties and the wishes of those in need. Further, economic and political roadblocks frequently interfere with our ability to fulfill our fiduciary responsibilities. Connecticut's fiduciary laws are among the most progressive in the country. An analysis of the technical and practical application of these laws will inform best practices for fiduciaries universally. This in depth course will drill down to real life vignettes and scenarios where the complexity of the fiduciary roles and limitations are explored and discussed in detail.