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

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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

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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.

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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

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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

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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

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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

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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).

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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

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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

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