PFAC - LMS - Course list

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.

TrustsSNTSpecial NeedsSpecial Needs Trust

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

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 ManagementElder Abuse

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 ManagementCase ManagementPlanning

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.

STANDARD

Probate Code Requirements for Real Estate Sales

Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.

EstateReal EstateProbate

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.

TrustsIRAFinancial

STANDARD

Proposition 19 Explained & It's Impact in Real Estate Transfers

Property tax implications on real estate transfers and the impact of Prop 19.

EstateProp 19Real Estate

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 ManagementEntities

STANDARD

Fiduciary Succession Planning- Fact or Fiction

Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.

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