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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
BEGINNER
Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times.
Details
BEGINNER
Financial Standard of Care - With a Focus of Ethics
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent's estate.
Ethics
Details
STANDARD
Data Security: What You Need To Know and What You Need to Do
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice.
Practice Management
Details
ADVANCED
Trustee Unchained: Decanting Has Come to California
This program will review California’s recently enacted version of the Uniform Trust Decanting Act. Decanting refers to the power to modify an existing trust, either by changing the terms of that trust or by distributing property from that trust to a secon
Trusts
Details
BEGINNER
Defending Yourself: Professional Fiduciary Jiu Jitsu
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you.
Practice Management
Details
BEGINNER
Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California.
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
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
Trust Distributions and Drafting: Perspective From Our Gigs
Nationally recognized experts Stephen Dale, Esq. LL.M, Principal of The Dale Law Firm P.C., Executive Director of the Golden State Pooled Trust, and Peter J Wall, Director of Fiduciary Services for True Link Financial.
Trusts
Details
BEGINNER
Where's the FUN in DysFUNctional Families: Interactive Case Studies
Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations.
Person
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
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
BEGINNER
How to Avoid Environmental Liability
The presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciaries portfolio or that is being considered to purchase/lease other property.
Practice Management
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
BEGINNER
Real Estate and COVID-19
Estate
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
BEGINNER
When Your Job Is Being The Ethical Adult In The Room
Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values.
Ethics
Details
BEGINNER
Insurance Coverage: Dropping the Ball
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.
Trusts
Details
BEGINNER
Fiduciary Accountings – I Hate Accounting, Remind Me Why And How I Have To Do This
The essentials of Fiduciary Accountings.
prelicensing
Practice Management
Details
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