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BEGINNER
Cultural Diversity and Ethics
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime.
prelicensing
Ethics
Details
BEGINNER
Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California.
Details
STANDARD
Data Security: What You Need To Know and What You Need to Do
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice.
Practice Management
Details
STANDARD
Death Before Divorce
With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized.
Estate
Details
STANDARD
Deconstructing the Neuropsychological Exam
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions.
Person
Details
BEGINNER
Defending Yourself: Professional Fiduciary Jiu Jitsu
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you.
Practice Management
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
BEGINNER
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.
Trusts
Details
BEGINNER
Don’t get Bit by the Ethics Rattlesnake
Rattlesnakes are known to strike quickly, without warning, and cause fatal and near fatal injuries. For the unwary fudiciary, ethical mistakes can happen without warning and be fatal to their career.
Ethics
Details
BEGINNER
Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times.
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
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.
Practice Management
Fees
Fee Request
Details
STANDARD
Establishing and Growing a Fiduciary Practice
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.
Practice Management
Details
BEGINNER
Ethical Billing Practices
Learning ethical considerations is creating a schedule of fees, NGA Standards of Practice related to billing.
prelicensing
Trusts
Details
BEGINNER
Ethical Challenges Facing Fiduciaries
This lesson focuses on the ethical challenges facing fiduciaries in the estate and trust practice.
Ethics
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
EXPERT
Everything You Wanted To Know About Court Accountings But Were Afraid To Ask
Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability.
Practice Management
Details
STANDARD
Examining the Role of A Professional Fiduciary
When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is often fraught with risk.
Trusts
Details
BEGINNER
Fiduciary Accountings – I Hate Accounting, Remind Me Why And How I Have To Do This
The essentials of Fiduciary Accountings.
prelicensing
Practice Management
Details
STANDARD
Fiduciary And Attorney Fee Declarations
A Course Given at the 2023 PFAC Conference...
01:00:00
Practice Management
Ethics
best practices
Details
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