Fiduciary Presentation by Rebecca May

What is the role of a Fiduciary? 
 
Why would one want to hire a professional fiduciary, what should you consider before hiring a professional fiduciary, what can a fiduciary do for you, what might it cost, and is it possible to petition the court to assign a fiduciary for someone?  How are fiduciaries licensed?

 

Hear from Rebecca May, from the CA licensing and enforcement body overseeing the profession. Their focus is on consumer protection, not advocating for professional fiduciaries. Outreach is one way that they educate the public on what to consider before hiring a professional fiduciary.