Addressing the noise in the financial markets and the media fueled frenzy over the last 12 months. How the financial advice industry is changing and adapting to address our aging population. Also representing a fiduciary and advising them on how to invest the assets. This will include establishing investment depositories for a minor, planning for elderly, and managing assets on behalf of the Ward.
The Honorable Leticia Marques and the Honorable Lisa T. Munyon will be acting as a panel that provides a view from the bench regarding probate and guardianship matters in Orange County. This will include an update on new local procedures and policies in each of their respective divisions.
Also how to handle evidentiary hearings via video software and implement testimony of witness.