In this episode of Your Inheritance with Peter Bochnewich, we welcome private professional fiduciary, Scott Tolstad with Heritage Business & Fiduciary Services.
Tune in as we talk about:
* The advantages of using a private fiduciary over a corporate fiduciary
* How Scott’s background with law enforcement assists with his providing of fiduciary services
* Tips to protect yourself and your family against identity theft and fraud scams
* Tips on how to reduce the risk of financial elder abuse
Connect with Scott:
* Company Website: https://www.heritagefiduciary.com/
Scott Tolstad, a native Southern Californian, has over thirty years of business and legal experience. Scott graduated from the University of Southern California, summa cum laude, and he obtained his law degree from Boston University. He became a Member of the California Bar Association in 1982, and has worked in the San Diego County area for the past twenty years.
Scott worked as a general legal counsel for two San Diego companies for eighteen years. Prior to that, he owned and managed a retail business for ten years.
Mr. Tolstad had worked for the Escondido Police Dept for 20 years retiring in 2021 as a Financial Crimes Investigator. During this time, he was assigned to the Detective Bureau Financial Crimes Unit, where he investigated monetary crimes, many of which involve criminal breaches of fiduciary duty. Financial crimes include embezzlement, identity theft, credit card fraud, and various confidence schemes. Scott has been certified by the California Financial Crimes Investigators Association as a Fraud Investigator.
Scott has direct experience acting as a fiduciary and he exemplifies the highest standards of ethics and honesty. Clients can be assured that entrusting the stewardship of their personal and financial care to Heritage will be one of the best decisions an individual can make.
About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you're being sued over an estate or feel you're not getting your share.
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