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Working with Probate Referees

• In 2020 the California Probate Referee’s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide.

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A Fiduciary's Guide to Boundaries- Understanding the Extent of Your Authority in Representative Capacities

• The extent of a fiduciary’s authority in various representative capacities, when additional authority is required, and liability/discipline exposure when acting beyond your authority.

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A Case Study of Fiduciary Surcharges

• This session will review the facts, circumstances and outcome of actual surcharge actions against California professional fiduciaries and will discuss how those outcomes could have been avoided.

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Setting Investment Goals

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Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy

• According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement.

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Obscure but useful Probate Code Sections

• Speaker Anne Rudolph, of Hughes & Pizzuto will highlight a selection of some of the more obscure Probate Code statutes, local rules and court rules that apply to conservatorship, probate and trust maters.

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Timing, Accounting & Tax Issues for Finalizing Estates and Trusts

• What all Fiduciaries NEED TO KNOW when Distributing, Closing and Finalizing an Estate or Trust..

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Home Sweet Home

• This presentation will explore the legal, ethical and practical issues surrounding the Conservator's right to remain at their personal residence.

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A "How To" Guide for Public Benefits in California

• A nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits.

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Forms That Function

• When presented with drafts drawn by estate planning attorneys how do you review those drafts? How do you make suggestions about improvements? Provisions you want included and some you want to avoid.