Past Presentations – New topics continually added.
How to Close an Estate, And Not Be A Turkey at Thanksgiving
A four-week workshop for non-professional family trustees to highlight tips and tricks which can help you minimize your personal liability and could help save some family relationships.
How to Talk So Your Attorney Will Listen & Listen So Your Attorney Will Talk
A joint presentation with an attorney to Professional Fiduciary Association Chapter Meeting. Provides insights into communication and personality quirks of fiduciaries and attorneys.
Don’t Get Fooled by Common Myths of Aging
A client appreciation presentation to highlight some very common myths and how certain choices pave the way for successful aging.
Cookies and Cream: Dealing with Difficult VIP’s
An interactive presentation to National Guardian Association members on methods to handle some difficult personality and situations with professional aplomb.
Leveraging Your Legacy
Do your clients have potential sizeable capital gains tax issues? Provides a panel discussion on transitional decision making and how to maximize your client’s resources to “preserve their trust for the benefit of their legacy”.
If These Docs Could Talk
A presentation to Young Barristers which highlights the top issues in estate planning that more often leads to the need for a neutral professional, experienced trustee. Presented from the point of view of one using the estate planning documents.
Under the Hood - Fiduciary Accounting That Withstands Court Impact!
An overview of the Probate Code format for estate and trust accounting, presented to tax preparers, attorneys and fiduciaries. Also, available as a one-on-one training program.
Don’t Lose Your Valued Client to Dementia
A presentation to give words and solutions to professionals (investment advisors, tax professionals) who see clients regularly over a long period of time as you notice declining function. You might be the person who sees and stops elder financial abuse in its tracks.
7 Reasons Why You Might Need A Great Professional Fiduciary
Perhaps you or your client’s might benefit from knowing what situations fit a professional fiduciary. This is an eye-opening short presentation on how a private professional fiduciary can be of service to you.
If you would like to discuss your client appreciation and events please contact us!
“She exercises wisdom and prudence”
Mande De Rome
“Loren is great with boundaries and professionalism”
David B. Pastor
“Loren is able to handle conflict in inter family issues.”
“Partners and works well with her team of trusted advisors”
“Trustworthy. Her operation is a 10/10 on integrity.”
Mande De Rome
“Loren is great at connecting with clients and building trust. Shows great empathy and patience”
“High level of expertise in trusts and estate matter. Listens with empathy and patience.”
“Thank you for your help, we all appreciate your kindness and responsiveness. We are so grateful.”