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PFAC Fiduciary Academy
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STANDARD
Dulling the Razor's Edge: Understanding, Identifying and Navigating The Duty Of Impartiality
The most basic goals of any administration for a fiduciary are to distribute the right assets to the right people without getting sued. Standing between the fiduciary and these goals are numerous fiduciary duties, not the least of which is...
01:30:00
Trusts
legal
Distribution
Inheritance
Court Filings
Legal Ethics
Executor
Details
STANDARD
Long Term Care Solutions On a Budget
This presentation will focus on various types of options and resources for providing long term care for individuals that have limited financial resources. The presentation will include updates on available public benefits both for medical care and housing.
01:00:00
Health Insurance
Estate Planning
healthcare
Details
STANDARD
The Sweet Spot: When and How to Step into your Fiduciary Role
Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge, particularly so when the conservatee or ...
01:00:00
Trusts
Details
BEGINNER
Safeguarding Client Funds: How Fiduciaries Can Expand FDIC Insurance Coverage for Trust & Estate Accounts
This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.
01:00:00
Investment
Marshaling
Banking
Trust admin
RE sales
Details
BEGINNER
How to avoid your Britney Spears
01:00:00
Fees
Conservatorship
Court
Britney Spears
Details
STANDARD
Rules Of Engagement: When You’re The Only Ethical Adult In The Room
Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children. We will review the duties we ...
02:00:00
Ethics
Details
STANDARD
Understanding Community Services For Persons With Developmental Disabilities In California
01:00:00
SNT
Conservatorship
guardian
care management
disability
I/DD
Details
STANDARD
Digital Assets Killed The Paper Trail: A Primer On Administering Digital Assets
Internet-based accounts and applications have grown at an extraordinary rate. Email and paperless online banking are now routine. Intellectual property assets are...
01:30:00
Digital Assets
Crypto Currency
Marshaling
Details
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