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.

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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

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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

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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

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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

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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.

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STANDARD

Probate Administration - Soup to Nuts

  • Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process.
Estate

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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

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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

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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

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