IDA’s own Howard Berk was a contributing attorney to the creation of the Consumer Financial Protection Bureau’s (CFPB) four (4) fiduciary guides, so as to assist lay persons in complying with their fiduciary obligations. Please click onto the link to download the guide that may apply to you or your loved one:

• Agents Acting Under a Power of Attorney
• Court Appointed Guardians of the Estate
• Trustees Under a Revocable Living Trust
• Representative Payees & VA Fiduciaries