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STANDARD
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.
Estate
Probate
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
BEGINNER
Where's the FUN in DysFUNctional Families: Interactive Case Studies
Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations.
Person
Details
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.
Ethics
Details
STANDARD
What You Need to Know About Entities- Whether You Are Administering One or Want to Operate Your Business as One
Learn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages.
Practice Management
Entities
Details
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.
Practice Management
Care
Details
STANDARD
What Every Fiduciary Should Know About Environmental Problems
This presentation will cover various environmental issues that effect property ownership or leasing.
Practice Management
Environmental
Details
BEGINNER
Understanding Trustee Liability In A Changing Insurance Market
Judith Pearson, Family Office and Trustee liability Group Leader with Woodruff Sawyer, will discuss fiduciary E&O insurance and the California E&O insurance market.
Practice Management
Details
STANDARD
Understanding Community Services For Persons With Developmental Disabilities In California
01:00:00
SNT
Conservatorship
guardian
care management
disability
I/DD
Details
ADVANCED
Trustee Unchained: Decanting Has Come to California
This program will review California’s recently enacted version of the Uniform Trust Decanting Act. Decanting refers to the power to modify an existing trust, either by changing the terms of that trust or by distributing property from that trust to a secon
Trusts
Details
BEGINNER
Trust Distributions and Drafting: Perspective From Our Gigs
Nationally recognized experts Stephen Dale, Esq. LL.M, Principal of The Dale Law Firm P.C., Executive Director of the Golden State Pooled Trust, and Peter J Wall, Director of Fiduciary Services for True Link Financial.
Trusts
Details
STANDARD
Timing, Accounting & Tax Issues for Finalizing Estates and Trusts
What all Fiduciaries NEED TO KNOW when Distributing, Closing and Finalizing an Estate or Trust..
Person
Details
STANDARD
The Value of an Excellent PPF
Practice Management
Details
STANDARD
The Treasure Hunt – Marshalling, Managing and Selling Assets
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties.
Estate
Details
STANDARD
The Sweet Spot: When and How to Step into your Fiduciary Role
Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge, particularly so when the conservatee or ...
01:00:00
Trusts
Details
ADVANCED
The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee
This presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law).
Estate
Details
STANDARD
The Neuropsychological Approach to Capacity: A Deeper Dive
Dr. Jonathan Canick, Ph.D, will be presenting educational information to help fiduciaries more deeply understand the neuropsychological capacity approach.
02:00:00
Person
Details
ADVANCED
The Law Ethics and Practicalities of the Private Fiduciary as Petitioner
This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary taking on the role as Petitioner in Conservatorship, Guardianship, Decedent Estates, and Trusts.
Ethics
Details
STANDARD
The Employment Law Issues Trustees, Conservators & Other Fiduciaries Face
Review of California labor law and common pitfalls to avoid as a fiduciary.
Practice Management
Details
BEGINNER
The Bare Necessities: Medicare, Medi-Cal, Social Security and VA
Many of your clients may need additional help beyond what their resources can provide. Many cases where fiduciaries are involved have significant or adequate resources.
prelicensing
Person
Details
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