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David W. Baer

Times of economic stress may reveal trust asset mismanagement. Alternative fee structures may provide a solution.

The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Comp[..]

Legal Aid Marin & MCBA 2016 Pro Bono Appreciation Luncheon

The Epidemic of Financial Elder Abuse & Undue Influence