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STANDARD
Fiduciary Succession Planning- Fact or Fiction
Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.
Details
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
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 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
Setting Investment Goals
Investment
Investing Goals
Finance Certificate
Details
STANDARD
Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy
According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement.
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
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
Home Sweet Home
This presentation will explore the legal, ethical and practical issues surrounding the Conservator's right to remain at their personal residence.
Person
Details
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
Forms That Function
When presented with drafts drawn by estate planning attorneys how do you review those drafts? How do you make suggestions about improvements? Provisions you want included and some you want to avoid.
Trusts
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
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
ADVANCED
Finance Certificate Education Program
This program will offer the necessary education that will help you prepare for the Finance Certificate exam with the CGC. The courses listed in this program correspond with the list of core competencies from the CGC.
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
BEGINNER
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.
Trusts
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
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
BEGINNER
How to Work with Attorneys in Contested Matters Part 2
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney).
Details
BEGINNER
Don’t get Bit by the Ethics Rattlesnake
Rattlesnakes are known to strike quickly, without warning, and cause fatal and near fatal injuries. For the unwary fudiciary, ethical mistakes can happen without warning and be fatal to their career.
Ethics
Details
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