 STANDARD

PFAC Legislative Update - May 2023

• PFAC's Legislative Committee's mission is, as part of the State Legislative process, to represent and advocate for the best interests of professional fiduciaries and to provide reports to PFAC members regarding the committee's legislative efforts...
• 01:33:00

 STANDARD

Needs Based Public Benefits and Special Needs Trusts

• Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust
• 01:16:51

 STANDARD

Accounting for Non-Grantor Trusts

• What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipt Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income.
• 00:51:23

 STANDARD

The Accidental Mediator

• Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.

 BEGINNER

Recent and Proposed Developments in Conservatorship Law

• Speakers Mary deLeo, Esq and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship law
• 00:01:00

 STANDARD

The Value of an Excellent PPF

 STANDARD

Effective Fee Request - A Judicial Perspective

• Insights into the Court’s perspective on criteria for fee requests and what the court considers and finds persuasive when considering a fee request.

 STANDARD

What Kind of Care Does Your Client Need

• Do you know what is available for your clients? The costs of Home Care? Insurances? Free services? Placement Options? This presentation will educate fiduciaries on everything they need to know on care for their clients medical and living needs.

 STANDARD

What Every Fiduciary Should Know About Environmental Problems

• This presentation will cover various environmental issues that effect property ownership or leasing.

 STANDARD

Reading Investment Statements: How to Get Answers to Key Questions

• When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.