Image Courtsey of www.Kindlycare.com WHAT ARE SOME MAIN REASONS FOR A CONSERVATORSHIP? A Conservatorship is a legal arrangement, whereas an individual or organization becomes the conservator of an individual who is called the conservatee, when they are appointed by a judge to protect and manage … [Read more...]
Sienna at Otay Ranch Senior Living is now open in Chula Vista, Ca
Hi all, as you may know I am a member of the Professional Fiduciary Association of California and we just has our monthly meeting at this new Senior Living facility in Chula Vista. You could still smell the new carpet as we sat in the dinning area and sampled some of their cream mushroom soup and a … [Read more...]
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?
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
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...]