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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
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
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
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
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
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
STANDARD
The Value of an Excellent PPF
Practice Management
Details
STANDARD
Effective Fee Request - A Judicial Perspective
Insights into the Court’s perspective on criteria for fee requests and what the court considers and finds persuasive when considering a fee request.
Practice Management
Fees
Fee Request
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
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
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
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
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
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
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
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
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
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
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
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