Metro
Mission Statement
"Our purpose is to provide a forum for support and education for professional fiduciaries."
2025 Meetings
Meeting Time and Location
When: 2nd Wednesday of Every Month
Where: Calvary Church
7520 Golden Valley Rd
or if by Zoom, meeting ID will be shared with members prior to event.
Time: 11:30am-1:00pm
Previous Topics
CAAP and CARP Audits/Reports
Using CSV Upload in MMC, Reporting Tips on Accountings
Transition at client death/ successor.
Trusts, ABLE Accounts and Rules
Finances for the small business owners.
Difficult Decision Making and Guardian/Conservator Duties and Responsibilities
Changes to MN Assisted Living Rules
Selling Real Estate
Complex Financial and Tax Issues in Estate Administration
Medical Assistance and Annual Updates
Roundtable Discussions
Changes in Guardianship Laws and the Effect it has had on the Courts and Public Perception.
Working with a realtor to sell real estate as a fiduciary.
Civil Commitment
Navigation Services
Caring for the Caregivers
Safeguarding Homes Through Guardianship and Conservatorship
LoadUpJunk.com Clean out Strategies, Repurposing and Preserving Assets
Choosing Insurance to Protect Property and Possessions
Estate Planning
Schedule
11:30am-11:45am Lunch and Conversation
11:45am-12:45pm Speaker
12:45pm-1:00pm Question and Answer Session
We welcome speakers that provide CEU's.