Many family members and friends are named in the role of financial fiduciary under a Durable Power of Attorney, or as a Trustee or Conservator. While there are variations based on State specific laws, there are fundamental protocols and practices that those in these roles my guest and I would recommend people adhere to. My guest, John Attwood, has been working professionally in these capacities for almost two decades. He and I will discuss the day-to-day challenges faced when working with banks and investment companies, as well as practice standards and the responsibilities of a fiduciary. If you are currently acting in any of these roles or have been named to step into such a role in the future, you will want to join us.