This presentation will introduce us to “Professional Fiduciary Practice Administrators” as now defined by Probate Code Sections 2469 and 9765 which codifies SB 1024 which is legislation, sponsored by PFAC, that was signed into law in 2022.   The presentation will cover how a Professional Fiduciary can nominate a Professional Fiduciary Practice Administrator, the process for appointment of a Professional Fiduciary Practice Administrator as successor, and the duties of a Professional Fiduciary stepping in as successor.

Cost: PFAC Member $50 – Non-Member $70

CEU Awarded: 1.0 Practice Management

Presented Date: 04/12/2022