If you’re struggling to find a trustworthy, capable person to serve as successor trustee of your trust and/or power of attorney...
If you’re serious about finding an experienced trustee for a Special Needs Trust…
If you’d like to use a professional fiduciary, but need more information to ensure a smooth transition…
Then don’t miss our free webinar, “Everything You Need to Know About Professional Fiduciaries”, on Wednesday, August 11, 2021 from 10:00 – 11:00 AM. Co-hosted by the Law Offices of Daniel A. Hunt and Susan Didriksen of Northern California Fiduciary Services, this webinar will teach you everything you need to know about professional fiduciaries.
We’ll be diving into topics like:
• What is a professional fiduciary?
• Top advantages of using a professional fiduciary
• How to choose a professional fiduciary that’s right for YOU!
• How much does a professional fiduciary cost?
• Biggest mistakes to avoid when choosing/using a professional fiduciary
Susan Didriksen is a licensed, insured, and bonded California Professional Fiduciary, Accredited Investment Fiduciary ®. Susan earned an MBA from Georgetown's McDonough School of Business and has over 15 years of financial and accounting experience. She owns and operates her own business, Northern California Fiduciary Services.
Daniel A. Hunt is a Certified Specialist in Estate Planning, Trust & Probate Law and owner of the Law Offices of Daniel A. Hunt. He has over a decade of experience working with professional fiduciaries on trust and estate related matters.