American Association of Daily Money Managers

LIVE: The Fiduciary Puzzle: Putting the Pieces Together



1.0 Credit hour to Standards of Practice, Types of Expenses for PDMM® recertification.
Webinar date: Wednesday, December 11, 2019 at 7 p.m. Eastern

This webinar is an overview of the fiduciary’s role. The topics to be covered include the meaning of “fiduciary”, the responsibilities and accountability of a fiduciary, the different types of fiduciary, appointment of fiduciaries, the scope of the fiduciary’s role, factors to consider in accepting a fiduciary appointment, and time permitting, conflict of interest and misappropriation of assets. Participants will learn what a fiduciary is and the responsibilities of a fiduciary. This will include an overview of the types of fiduciary positions, including POA, Trustee, Conservator/Financial Guardian, Personal Representative, Executor/Executrix, and the appointment process. The webinar will also include a basic discussion of accountability, conflict of interest, and factors which should be considered before accepting an appointment as a fiduciary.

Presenter: Hon. Caroline M. Horlbeck, Esquire
Judge Horlbeck graduated from the College of Charleston with a Bachelor of Science in Biology. She was a member of Omicron Delta Kappa National Leadership Honor Society and Kappa Alpha Theta Sorority. She obtained her Juris Doctor from the University of South Carolina School of Law and was
admitted to the practice of law in South Carolina. Judge Horlbeck moved to Greenville, South Carolina and began practicing law as an Assistant Public Defender in Greenville County. In 2003, she served as law clerk for Circuit Judge Edward W. Miller and entered private practice in 2004 specializing in criminal, family and probate law. In 2014, Judge Horlbeck was sworn in as Associate Probate Judge with the Greenville County Probate Court. She presides over guardianship, conservatorship, commitment and
estate cases as well as the Greenville County Mental Health Court.

Registration: The deadline to register is December 4, 2019. Register online or complete the PDF registration form and mail, email or fax to: AADMM Registration Office, 174 Crestview Drive, Bellefonte, PA 16823, Email: registration@aadmm.com, Fax: 814-355-2452.

Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.

Confirmation: Registrants will receive a follow-up email with information on how to participate.

Click here to download the registration

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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