PFAC Fiduciary Academy
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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...
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...
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.
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...
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
Special Needs Trust
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.
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.
The Value of an Excellent PPF
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