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STANDARD
Probate Code Requirements for Real Estate Sales
Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.
Estate
Real Estate
Probate
Details
STANDARD
Probate Administration - Soup to Nuts
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process.
Estate
Details
STANDARD
Private Fiduciary Guide To Administering A California Needs Trust
Financial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires...
01:00:00
Trusts
Details
BEGINNER
Preparing for an Accounting
What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property.
Estate
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
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
Physical and Cognitive Functional Assessments
Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum.
Person
Details
STANDARD
PFAC Legislative Update - May 2023
PFAC's Legislative Committee's mission is, as part of the State Legislative process, to represent and advocate for the best interests of professional fiduciaries and to provide reports to PFAC members regarding the committee's legislative efforts...
01:33:00
Legislative Update
practice
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
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.
Practice Management
Details
Normal Aging Or Elder Abuse? How Insufficient Staffing Can Lead To Avoidable Injuries In Assisted Living Facilities
For the elderly, injuries may appear to be simply an outcome of age-related health failure. However, clients pay for safety and supervision at assisted living and other long-term care facilities.
Practice Management
Details
STANDARD
Needs Based Public Benefits and Special Needs Trusts
Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust
01:16:51
Special Needs
Special Needs Trust
Trust
Details
STANDARD
Navigating the Regional Center System
Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment.
Person
Details
STANDARD
Mediation 101
Overview of the basics of the mediation process
Practice Management
Details
BEGINNER
Managing Challenging Personalities: A Fiduciaries Practice Guide
Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice.
prelicensing
Person
Details
STANDARD
Long Term Care Solutions On a Budget
This presentation will focus on various types of options and resources for providing long term care for individuals that have limited financial resources. The presentation will include updates on available public benefits both for medical care and housing.
01:00:00
Health Insurance
Estate Planning
healthcare
Details
STANDARD
Legal and Ethical Considerations When Growing Your Fiduciary Practice
Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don't know how to make this happen?
Practice Management
Details
STANDARD
IRA Rules and Strategies Every Fiduciary Must Know!
Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies.
Trusts
IRA
Financial
Details
BEGINNER
Introduction to Trusts and Trust Management
The presentation covers the three stage process of trust administration.
prelicensing
Trusts
Details
ADVANCED
Interplay Between Business Entites and Fiduciary Trustees
The ins and outs a Fiduciary will encounter when administering assets that involve different business entities.
Estate
Details
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