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STANDARD
The Employment Law Issues Trustees, Conservators & Other Fiduciaries Face
Review of California labor law and common pitfalls to avoid as a fiduciary.
Practice Management
Details
STANDARD
Mediation 101
Overview of the basics of the mediation process
Practice Management
Details
STANDARD
The Treasure Hunt – Marshalling, Managing and Selling Assets
Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties.
Estate
Details
ADVANCED
The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee
This presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law).
Estate
Details
ADVANCED
The Law Ethics and Practicalities of the Private Fiduciary as Petitioner
This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary taking on the role as Petitioner in Conservatorship, Guardianship, Decedent Estates, and Trusts.
Ethics
Details
BEGINNER
The ABLE Act: What You Need to Know
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence.
Trusts
Details
STANDARD
SNT Administration for the Mentally Ill Beneficiary
Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake.
Trusts
Details
STANDARD
Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership
The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce greater client outcomes together than the sum of their separate effects.
Person
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
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
STANDARD
Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages - Legal Tax & Financial Implications & Opportunities
This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients in, or approaching retirement age.
Estate
Details
STANDARD
How To Work With Attorneys In Contested Matters Part 1
In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter.
Trusts
Details
ADVANCED
How to Detect Lies, Fraud, and Identity Theft
Can You Tell When Someone is Lying? Let Body Language Expert Traci Brown Show You How!
01:00:00
Person
Details
STANDARD
Here Today, Gone Tomorrow
Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not.
Person
Details
ADVANCED
Financial Elder Abuse: What's Involved and Is It Worth the Time and Expense?
Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by an elderly person.
Person
Details
STANDARD
Fiduciary Neutrality: When to Join the Fight? The Ethics, Law and Practice of Neutrality
The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances.
Ethics
Details
STANDARD
Examining the Role of A Professional Fiduciary
When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is often fraught with risk.
Trusts
Details
BEGINNER
Professional Fiduciary Pre-Licensing Education Program (STUDENT TAKE THIS COURSE ONLY. DO NOT TAKE INDIVIDUAL COURSES)
prelicensing
fiduciary
education
Details
EXPERT
Everything You Wanted To Know About Court Accountings But Were Afraid To Ask
Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability.
Practice Management
Details
STANDARD
Establishing and Growing a Fiduciary Practice
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.
Practice Management
Details
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