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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
When It Hits The Fan: Consequences For Breaching Fiduciary Duties, And How To Avoid Doing It
“For every wrong there is a remedy” When a conservatee or beneficiary asserts a legal claim against a fiduciary, it will be based on a wrong they have purportedly suffered. The court’s analysis of that claim will always...
01:00:00
Ethics
Details
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