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FIDUCIARY ACADEMY

Welcome to the PFAC Fiduciary Academy

Fiduciary Academy allows you to access online / on demand educational opportunities approved for continuing education credits by both the Professional Fiduciaries Bureau of California and PFAC toward professional fiduciary license renewal and PFAC membership renewal.

PFAC will be offering two courses per quarter initially as the program gets started. The courses are videotaped sessions from the most recent PFAC Conference to provide you with the most up-to-date information.

PRICE
PFAC members - $45 per CEU
Non Members - $65 per CEU

HOW IT WORKS
Click on the link for the course you would like to take. Online courses are administered by PFAC partner, BizVision. Once you click on the link, the BizVision site will direct you in how to register and pay for the course.

Online learners will be required to complete attendance verification processes during the course and to complete an evaluation at the end of the course. Once your course is completed, you will be issued a certificate containing your CEU verification.

If you are a PFAC member and would like the CEU added to your member profile, please send a copy of your certificate to PFAC at PFACAdmin@pfac-pro.org.

2017 Q1 - COURSES

The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee
Tamila C. Jensen, Law Office of Tamila C. Jensen, P.C.
1.5 CEU/MCLE – Estate
$67.50 / PFAC Member
$97.50 / Non Member

About Tamila C. Jensen
As the Senior Member of the Law Offices of Tamila C. Jensen, Tamila has been practicing (or teaching) law since 1973. Her early work was in the area of real estate and land use with related business issues. This often involved not only public hearings before various administrative bodies but also writs and appeals arising therefrom. Her practice always involved work in probate court and this eventually grew into a practice that now focuses on elder law, the developmentally disabled, family law, and, of course, real estate. She continue to help other attorneys with appellate issues.

As we understand elder law today, it involves a variety of services to older members of the community and their families. This includes wills and trusts, conservatorship, probate and trust litigation, medi-cal planning, special needs trusts.

Tamila has represented individuals and small business for many years and strive to provide qualify services that meet the needs of her clients.

Session Description
Tamila’s presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law). The conservatee retains the right to marry. If the relationship is abusive, what tools does the conservator have to intervene? It discusses the effects of the conservatorship on certain rights and procedures related to the marriage and the role of the conservator.

 

The Aha!s of Self Care: How Helping Others Can Hurt Us and How You Can Avoid Burnout
Ginger Silverman, Aha! Unlimited
1.5 CEU – Practice Management
$67.50 / PFAC Member
$97.50 / Non Member

About Ginger Silverman
Ginger Silverman is a nationally known marketer and expert in the field of corporate communications. For nearly 25 years, she has been a senior marketing executive for several leading Fortune 1000 corporations, including Pizza Hut, Taco Bell, HomeBase, Prudential Real Estate and Relocation, and Ogilvy & Mather Advertising.

Session Description
You give and give. You work tirelessly for the benefit of your clients, family and friends. For a while, things are great. The, one day, they aren’t. And, if you take a day off to recharge, you feel guilty. Why is this true for you? Research shows that 85% of people in a caregiving profession experience burnout on a daily basis. In Ginger Silverman’s presentation, you will learn the four personality types and how your level of self-care avoidance is pre-determined to a certain extent. But, understanding your predispositions can help you improve your ability to help yourself, which will help others.

 

Ethical Challenges Facing Fiduciaries
Monica Goel, Tredway Lumsdaine & Doyle
1.0 CEU – Ethics
$45.00 / PFAC Member
$65.00 / Non Member

About Monica Goel
Monica Goel has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

Session Description
Monica’s presentation focuses on presenting the ethical challenges facing fiduciaries in the estate and trust practice. She also provides case examples on how to avoid breaches of fiduciary duty and protect yourself from liability.