Description
As a professional guardian or fiduciary, you’re entrusted with the care and protection of vulnerable individuals—but who is protecting you? Through real-world context and proactive risk management strategies, this session takes a comprehensive look at the risks fiduciaries face and the strategies available to safeguard both the estate—and themselves.
Learning objectives of this presentation include:
Identify the primary liability risks facing professional guardians and fiduciaries
Understand the key components and limitations of Professional Liability Insurance policies.
Learn other ways to reduce or limit liability
Implement best practices to reduce exposure and protect both clients and fiduciaries
Presented by Darren Vermost and Stacy Rubel
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Friday - February 27, 2026