Fiduciary as Trustee- How can a Fiduciary help a Trustee carry out their legal duties if they are not able or do not wish to have all of the responsibility? The Trustee has the responsibility of carrying out the terms of the trust as set forth in a trust document. A trust can be created by the … [Read more...]

The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the state of California are required to be licensed by the Professional Fiduciaries Bureau … [Read more...]