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STANDARD
Confessions of Succession with Q & A
Learning Objectives will have a focus on reality vs theoretical. This presentation will include: Developing a succession plan, Putting together a team and resources...
01:00:00
Practice Management
succession
Details
STANDARD
Tax Issues for Fiduciaries & Trust Language to Consider
01:00:00
Estate
Trust Tax Returns
Distributions
Record-Keeping
Details
STANDARD
Practical Issues Facing Fiduciaries
01:00:00
Practice Management
Fees
Business Accounting
Fiduciary Duty
Details
STANDARD
2024 PFAC Conference Video Plus Package
These videos are part of the PLUS Package and are available to all who purchased this add on at our PFAC Conference 2024 Video Package.
20:00:00
Practice Management
Estate
Trusts
Ethics
Special Needs Trust
conference
Details
STANDARD
Surety Bonds Problems and Solutions
J.D. Strong of Bond Services of California will be presenting "Surety Bonds Problems and Solutions".
01:00:00
Practice Management
practice
bond
Details
STANDARD
Guardians Of The (Trust) Galaxy: Trust Protectors Defined, Explained and Explored
01:00:00
Trusts
Details
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
Pre Intensive B - Special Needs Trust Administration: Reviewing the Fundamentals and Avoiding Common Pitfalls
This course was taught at the 2023 PFAC Conference and is a review of the fundamentals of SNT and how to avoid common pitfalls.
05:00:00
Trusts
SNT
Special Needs
Special Needs Trust
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
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