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WEBINAR ENDED
Friday, Aug 7, 8:00 AM PDT · 1 hour 30 minutes

Helping Fiduciaries Understand the Court's Perspective

August 7, 2020 at 08:00:00 AM · Pacific Time (US & Canada)
About This Webinar

Helping Fiduciaries Understand the Court's Perspective

PRACTICE MGMT • 1.5 CEU | 1.5 MCLE
The objective of our presentation is to educate the Fiduciaries about how best to work with the courts, how to avoid common pitfalls, and how to best present their matters to the court so that they can be successful in finding resolution.

Who can view:
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Vice President & Senior Financial Advisor, Merrill Lynch Special Needs Team
Paul Bartschi is a Senior Financial Advisor and Vice President with the Special Needs Team at Merrill Lynch. Paul works closely with trust attorneys and fiduciaries, helping them better serve their clients by developing customized financial roadmaps that reflect each client’s unique needs and priorities. He is skilled in anticipating critical decision points in a client’s financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics. A clear communicator, Paul enjoys unwinding complexity, assisting clients in developing a more purposeful path forward.
Webinar hosting presenter
Superior Court Judge, Ventura County Superior Court
Roger L. Lund is a judge for the Superior Court of Ventura County in California. He was appointed by Gov. Arnold Schwarzenegger (R) in December 2009. Lund was elected to a full term in 2010 and ran again unopposed in 2016, winning re-election automatically