Boulder Law Day 2022 Presentation

Ashley A. Geary Hosts Presentation: Serving as Fiduciary, Medical, or Financial Agent Roles, Responsibilities & Pitfalls.

Shareholder Ashley A. Geary recently participated in the Boulder County Senior Law Day, leading a presentation titled Serving as Fiduciary, Medical, or Financial Agent Roles, Responsibilities, Pitfalls.

Ashley’s presentation covered an overview of the various fiduciary roles, focusing on serving as an agent under a power of attorney, either medical or financial, and a court-appointed guardian or conservator. During her presentation, Ashley discussed the difference between an agent under a power of attorney and a guardian or conservator, the responsibilities of these fiduciaries, best practices, and common pitfalls.

If you were unable to attend this presentation, please click here.

If you have more questions about serving as a fiduciary or any matter, call (303) 678-0560 to connect with the attorneys of Jorgensen, Brownell & Pepin, P.C. today.

About Jorgensen, Brownell & Pepin, P.C.:

Founded in 1989, Jorgensen, Brownell & Pepin, P.C. is a local, family owned, full-service law firm. We utilize our years of experience and tradition of excellence to be your community legal advocates for life's unexpected moments. Our legal service goes beyond representation. We help clients reach solutions tailored to their unique needs and goals through strategic problem solving and sound advice. From Probate, Elder Law, Estate Planning, Auto and Pedestrian Accidents, Personal Injury, Real Estate, Construction, Business Transaction and Disputes, Divorce, Custody, and Family Law, we are your team.