 STANDARD

Creditors Claims in Probates and Trusts

• Creditors [claims] both in the context of a probate estate and a trust. Timing for giving notice in a probate, requirement to search for creditors, benefits to giving notice to a potential creditor...
• 01:08:14

 STANDARD

How to Deal with a Difficult Person – A Judicial Perspective

• “Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.  In his legal career he was a trial attorney in private practice for 32 years before his appointment to the Orange County Bench in 2009.   He served 5...
• 01:00:00

 STANDARD

PFAC Conference 2023 PLUS Video Package

• These videos are part of the PLUS Package and are available to all who purchased this add on at our PFAC Conference 2023 Video Package. This package contains 16 recorded sessions with corresponding CEU/MCLE's.
• 20:00:00

 STANDARD

PFAC Legislative Update - May 2023

• PFAC's Legislative Committee's mission is, as part of the State Legislative process, to represent and advocate for the best interests of professional fiduciaries and to provide reports to PFAC members regarding the committee's legislative efforts...
• 01:33:00

 STANDARD

Needs Based Public Benefits and Special Needs Trusts

• Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust
• 01:16:51

 STANDARD

Accounting for Non-Grantor Trusts

• What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipt Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income.
• 00:51:23

 STANDARD

The Accidental Mediator

• Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.

 STANDARD

The Value of an Excellent PPF