May 31, 2016
2:15 P.M. – 3:15 P.M.
FPA NorCal Conference
The Palace Hotel, San Francisco, CA
Speaker: David W. Baer, JD of HARTOG, BAER & HAND[/vc_column_text][/vc_column][/vc_row]
The Fading Client Quandary: What Can the Financial Planner Do When a Client May Not Be Mentally Comp[..]
Andrew Verriere & Ryan Szczepanik discuss how California courts remain beleaguered by budgetary constraints.
Icicles on the Heart: The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity