Acting as a Fiduciary - Trustee, Agent and Guardian

What is a fiduciary? A fiduciary is a person or legal entity, such as a bank or brokerage firm, that has the power and responsibility of acting for another (usually called the beneficiary or principal) in situations requiring total trust, good faith and honesty.

NO SOLICITATION POLICY

Correa Law maintains a no-solicitation policy covering all of its conferences, workshops, webinars and other events. In order to provide a distraction-free environment for our attendees, we do not allow solicitation of any kind during any event, including asking for business and soliciting services. Additionally, we will not result in future solicitations unless the attendee specifically invites future contact.