Should I Stay or Should I Go, Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?
PRACTICE MGMT • 3.0 CEU | 3.0 MCLE
One of the most nerve-wracking parts of fiduciary practice is determining whether or not to take a case. Often, this is done with minimal information, and a fiduciary must make an educated guess. Heartburn can be decreased, and chances of a successful administration increased, if a fiduciary can work with a team of professionals early to evaluate a case and to determine, “Should I Stay or Should I Go?” This pre-conference intensive focuses on case evaluation and will be presented by a multi-disciplinary team of legal, fiduciary, financial, and real estate professionals who specialize in keeping our fiduciaries out of trouble.