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STANDARD
Are Your Afraid Of Conservatorships Of The Person? Risks, Exposures and Solutions
In this class you will learn the risks, exposures and solutions of Conservatorships of the person. The panel will utilize their combined experience to demonstrate through three case studies how Professional Fiduciaries can...
01:30:00
Conservatorship
Details
STANDARD
PPF's In Court - The Judges Perspective
Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably competent family member already....
01:08:38
Conservatorship
legal
Court
Details
STANDARD
Working With Asian American Clients
This course will be very informative on how to understand and work with Asian American Clients.
01:00:00
Person
Ethics
cultural competency
Details
STANDARD
Hiring and Working with Caregivers: Risks, Liabilities and Solutions
This session will help people in the circle of care understand the employment risks they and their clients take when they bring someone into the home to care for the elderly or disabled. We will discuss....
02:55:48
Person
Caregiving
record keeping
care management
timely support
liability insurance
Details
STANDARD
Cultural Awareness "A Panelist Discussion"
Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities
01:23:00
Ethics
Cultural Awareness
Details
STANDARD
Pre Intensive A - An Accounting Preparation and the Courts View of the perfect accounting
This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A...
03:00:00
Estate
accounting
Trust
Details
STANDARD
Creditors Claims in Probates and Trusts
Creditors [claims] both in the context of a probate estate and a trust. Timing for giving notice in a probate, requirement to search for creditors, benefits to giving notice to a potential creditor...
01:08:14
Trusts
Estates
Details
STANDARD
How to Deal with a Difficult Person – A Judicial Perspective
“Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court. In his legal career he was a trial attorney in private practice for 32 years before his appointment to the Orange County Bench in 2009. He served 5...
01:00:00
Ethics
judicial
judge
conflict
Details
STANDARD
PFAC Conference 2023 PLUS Video Package
These videos are part of the PLUS Package and are available to all who purchased this add on at our PFAC Conference 2023 Video Package. This package contains 16 recorded sessions with corresponding CEU/MCLE's.
20:00:00
Practice Management
Person
Estate
Ethics
Details
STANDARD
Professional Fiduciary Practice Administrator
This presentation will introduce us to “Professional Fiduciary Practice Administrators” as now defined by Probate Code Sections 2469 and 9765 which codifies SB 1024 which is legislation, sponsored by PFAC, that was signed into law in 2022....
00:54:47
Estate
practice
administrator
Details
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