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STANDARD
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.
Person
Details
STANDARD
A Case Study and Conversation About Medical and Fiduciary Ethics
A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with.
Ethics
Details
STANDARD
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.
Details
STANDARD
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.
Details
STANDARD
A Wide World of Trust Varieties
An overview of different types of trust, their intended purpose, tax strategy, unique administration issues such as funding and distributions.
Trusts
Details
STANDARD
Accounting for Non-Grantor Trusts
What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipt Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income.
00:51:23
Trusts
accounting
Details
STANDARD
Addressing Mental Health Needs During A Time Of Social Isolation
Mentally Coping with COVID-19 with Dr. Anna McCarthy
Person
Details
STANDARD
Are They Prepared Crisis Planning for Clients and the Role of the Fiduciary
Crisis Planning for Clients with Special Needs and the Role of the Fiduciary
Person
Details
STANDARD
Are You Covered? Risk Management and Insurance for Professional Fiduciaries
This presentation will help Professional Fiduciaries.
Practice Management
Details
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
BEGINNER
Bill Pay Do's and Don'ts
Everything you need to know about paying bills for your clients. Top five bill pay practices to avoid and top five practices to adopt. Case studies and other considerations related to the typical bill pay process.
Practice Management
Details
BEGINNER
Billing and Petitions for Fees
A comprehensive program regarding billing practices and procedures for professional fiduciaries.
Practice Management
Details
STANDARD
Business Succession Planning for a Fiduciary Practice
This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party.
Practice Management
Details
BEGINNER
California Fiduciary Exam Review
This course is a review of concepts, terms, law and practical knowledge that is required under the California Professional Fiduciaries Act.
Details
STANDARD
Case Management and Future Planning
An overview of case management and discussion of how fiduciaries can best to utilize nurse case management, along with a discussion of pressure points/difficulties between case managers and fiduciaries
Practice Management
Case Management
Planning
Details
BEGINNER
Conflicts of Interest: What You (And Your Clients) Need To Know
Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality?
prelicensing
Person
Details
BEGINNER
Contested Nonprobate Transfers
This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan.
Practice Management
Details
STANDARD
Conversations That Matter
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now.
Practice Management
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
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
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