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STANDARD
The Accidental Mediator
Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.
Person
legal
mediation
family conflict
Details
BEGINNER
The ABLE Act: What You Need to Know
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence.
Trusts
Details
BEGINNER
The (Not So) Dumb Questions You are Too Scared to Ask
Synopsis: This is a panel presentation by an attorney, private professional fiduciary and certified public accountant.
Person
Details
BEGINNER
Tax Returns and Records Retention For Fiduciaries
This course will teach you about Tax Returns and Records Retention For Fiduciaries.
prelicensing
Practice Management
Details
STANDARD
Successor Trustee Issues: Taking Over A Disaster
Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges. Difficulties ranging from ...
01:00:00
Trusts
Details
STANDARD
SNTs and Able Act Accounts- What You Need to Know
A Trustee of a Special Needs Trust should have an understanding of the potential issues as well as the available tools when a person with disabilities receives assets.
Trusts
SNT
Special Needs
Special Needs Trust
Details
STANDARD
SNT Administration for the Mentally Ill Beneficiary
Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake.
Trusts
Details
BEGINNER
Should I stay or Should I Go? Evaluating Weather (OrNot) to Take a Case and What to do if You Accept the Case
One of the most nerve-wracking parts of fiduciary practice is determining whether or not to take a case. Often, this is done with minimal information, and a fiduciary must make an educated guess.
Practice Management
Details
STANDARD
Setting Investment Goals
Investment
Investing Goals
Finance Certificate
Details
BEGINNER
Safeguarding Client Funds: How Fiduciaries Can Expand FDIC Insurance Coverage for Trust & Estate Accounts
This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.
01:00:00
Investment
Marshaling
Banking
Trust admin
RE sales
Details
STANDARD
Rules Of Engagement: When You’re The Only Ethical Adult In The Room
Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children. We will review the duties we ...
02:00:00
Ethics
Details
STANDARD
Recognizing the Many Faces of Elder Abuse and It's Repercussions
"Lessons learned on my 22 year journey of prosecuting serious elder abuse cases."
Practice Management
Elder Abuse
Details
BEGINNER
Real Estate and COVID-19
Estate
Details
STANDARD
Reading Investment Statements: How to Get Answers to Key Questions
When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.
Practice Management
Investment
Details
BEGINNER
Prudent Investment Principles and Portfolio Review
This course includes the 40 minute Q&A session after the presentation.
prelicensing
Trusts
Details
BEGINNER
Protecting Yourself From Liability
Fiduciaries need to do everything possible to minimize risk.
prelicensing
Practice Management
Details
STANDARD
Proposition 19 Explained & It's Impact in Real Estate Transfers
Property tax implications on real estate transfers and the impact of Prop 19.
Estate
Prop 19
Real Estate
Details
BEGINNER
Professional Fiduciary Pre-Licensing Education Program (STUDENT TAKE THIS COURSE ONLY. DO NOT TAKE INDIVIDUAL COURSES)
prelicensing
fiduciary
education
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
STANDARD
Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership
The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce greater client outcomes together than the sum of their separate effects.
Person
Details
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