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DTSTART:20120314T003000Z
DTEND:20120314T033000Z
LOCATION:University Club, University of Redlands, 1231 Colton Avenue
UID:633920120314T003000ZThe Role of the Professional Fiduciary in Estate Planning
DTSTAMP:20260428T161346Z
DESCRIPTION:\nJoin us for a traditional St. Patrick's Day dinner and a presentation (including war stories!) on the role of fiduciaries !\n \nIf you have RSVP'd to the previous email, you don't need to respond again.\n \nTHE ROLE OF THE PROFESSIONAL FIDUCIARY IN ESTATE PLANNING\n \nW.A. Sam Hlavaty, NCG, CLPF \nBefore beginning his full time practice as a Professional Fiduciary, Mr. Hlavaty spent over 25 years as the owner and operator of a litigation support firm with 35 employees. Mr. Hlavaty’s educational background includes bachelor degrees in Economics, Finance and Business Administration. After taking his first Conservatorship case in 1988, he has continued his education to earn certificates in Professional Fiduciary Management for Conservators, Professional Fiduciary Management for Trustees as well as a certificate in Gerontology. \nMr. Hlavaty has been very proactive in his profession and his community. Since 2010 he has been involved with the Professional Fiduciary Management Certificate Program at the University of California/Riverside Extension Service as an Advisory Committee member and as an instructor. Since 2009 he has been the Chairperson for the Professional Fiduciary Association of California’s Inland Empire Chapter. He is the president of the Estate Planning Council of San Bernardino County for the 2011 - 2012 year. He is the first Professional Fiduciary to hold this position in the 45 year history of the organization. Mr. Hlavaty regularly speaks to service organizations, business groups and community organizations on the Professional Fiduciary profession and basic estate planning. \nUntil his children went off to college, he had the honor of being both a Scoutmaster for his son’s Boy Scout troop and as a Troop Leader for his daughter’s Girl Scouts troop \nMENU; \nSalad Green Goddess Delight followed by a St. Paddy’s Day Classic with a Vegetarian option of a Vegetable Tofu Stack.  Followed by Irish Bread Pudding with whiskey orange cream sauce garnished with an edible flower and a shamrock pick!\n \nErin Go Brath\n
SUMMARY:The Role of the Professional Fiduciary in Estate Planning - Estate Planning Council of San Bernardino County 
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DESCRIPTION:Reminder
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