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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
STANDARD
Private Fiduciary Guide To Administering A California Needs Trust
Financial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires...
01:00:00
Trusts
Details
STANDARD
Successor Trustee Issues: Taking Over A Disaster
Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges. Difficulties ranging from ...
01:00:00
Trusts
Details
STANDARD
Fiduciary And Attorney Fee Declarations
A Course Given at the 2023 PFAC Conference...
01:00:00
Practice Management
Ethics
best practices
Details
STANDARD
Evaluating And Defending Challenging Special Needs Trust Disbursement Requests
This program describes how to evaluate and defend a trustee’s decisions on Special Needs Trust distributions. A professional fiduciary will face difficult decisions when a ...
01:30:00
Ethics
Details
STANDARD
Are Your Afraid Of Conservatorships Of The Person? Risks, Exposures and Solutions
In this class you will learn the risks, exposures and solutions of Conservatorships of the person. The panel will utilize their combined experience to demonstrate through three case studies how Professional Fiduciaries can...
01:30:00
Conservatorship
Details
STANDARD
PPF's In Court - The Judges Perspective
Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably competent family member already....
01:08:38
Conservatorship
legal
Court
Details
STANDARD
Working With Asian American Clients
This course will be very informative on how to understand and work with Asian American Clients.
01:00:00
Person
Ethics
cultural competency
Details
STANDARD
Hiring and Working with Caregivers: Risks, Liabilities and Solutions
This session will help people in the circle of care understand the employment risks they and their clients take when they bring someone into the home to care for the elderly or disabled. We will discuss....
02:55:48
Person
Caregiving
record keeping
care management
timely support
liability insurance
Details
STANDARD
Cultural Awareness "A Panelist Discussion"
Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities
01:23:00
Ethics
Cultural Awareness
Details
STANDARD
Pre Intensive A - An Accounting Preparation and the Courts View of the perfect accounting
This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A...
03:00:00
Estate
accounting
Trust
Details
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
Trusts
Estates
Details
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
Ethics
judicial
judge
conflict
Details
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