Speaker: Christina Solomon, Wipfli, Clayton
In this session, we will discuss the foundational elements of tracing investment and brokerage accounts. We will explore the levels of services and common challenges.
Focus points of the session are: 1. Understanding the role and scope of a financial expert; 2. Elements of an investment/brokerage account; 3. Common challenges encountered in investigations.
Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.