STANDARD

Mediation 101

  • Overview of the basics of the mediation process
Practice Management

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STANDARD

The Treasure Hunt – Marshalling, Managing and Selling Assets

  • Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties.
Estate

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ADVANCED

The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee

  • This presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law).
Estate

Details
ADVANCED

The Law Ethics and Practicalities of the Private Fiduciary as Petitioner

  • This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary taking on the role as Petitioner in Conservatorship, Guardianship, Decedent Estates, and Trusts.
Ethics

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BEGINNER

The ABLE Act: What You Need to Know

  • The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence.
Trusts

Details
STANDARD

SNT Administration for the Mentally Ill Beneficiary

  • Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake.
Trusts

Details
STANDARD

Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership

  • The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce greater client outcomes together than the sum of their separate effects.
Person

Details
STANDARD

Navigating the Regional Center System

  • Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment.
Person

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ADVANCED

Interplay Between Business Entites and Fiduciary Trustees

  • The ins and outs a Fiduciary will encounter when administering assets that involve different business entities.
Estate

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STANDARD

Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages - Legal Tax & Financial Implications & Opportunities

  • This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients in, or approaching retirement age.
Estate

Details
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