 BEGINNER

California Fiduciary Exam Review

• This course is a review of concepts, terms, law and practical knowledge that is required under the California Professional Fiduciaries Act.

 BEGINNER

Contested Nonprobate Transfers

• This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan.

 BEGINNER

How to Avoid Environmental Liability

• The presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciaries portfolio or that is being considered to purchase/lease other property.

Physical and Cognitive Functional Assessments

• Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum.

 BEGINNER

Real Estate and COVID-19

Normal Aging Or Elder Abuse? How Insufficient Staffing Can Lead To Avoidable Injuries In Assisted Living Facilities

• For the elderly, injuries may appear to be simply an outcome of age-related health failure. However, clients pay for safety and supervision at assisted living and other long-term care facilities.

 BEGINNER

When Your Job Is Being The Ethical Adult In The Room

• Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values.

 BEGINNER

Insurance Coverage: Dropping the Ball

• Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.

 BEGINNER

Fiduciary Accountings – I Hate Accounting, Remind Me Why And How I Have To Do This

• The essentials of Fiduciary Accountings.

 STANDARD

The Employment Law Issues Trustees, Conservators & Other Fiduciaries Face

• Review of California labor law and common pitfalls to avoid as a fiduciary.