Estate Archives - Professional Fiduciary Association of California

Real Property Issues in Estate Administration

Christina Lewis, Esq., will discuss a variety of issues that arise when administering an Estate that holds real property, and share a few “war stories” about these challenges.

IRA and 401K Ever Changing Rules

IRA and 401K Rules are changing. What you need to know.

A Fiduciary’s Guide to the Seismic Shift In Real Estate

This presentation will discuss the new Proposition 19 in CA as well as Landlord/Tenant Issues and of course COVID-19. How will the Volatility of the new normal in Real Estate affect Fiduciaries?

Tax Issues for Fiduciaries & Trust Language to Consider

Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are important, Trustee, Executor or Administrator’s […]

Safeguarding Client Funds: How Fiduciaries Can Expand FDIC Insurance Coverage for Trust & Estate Accounts

This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.

Pre Intensive A – An Accounting Preparation Primer AND the Court’s View of the Perfect Accounting PFAC Conference 2023

This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A. This course was taught by Hon. Judge Roger Lund, Ventura County Superior Court, Kelly Berlingeri Esq., Ventura County Superior Court and Paul Bartschi, Merrill Lynch Special Needs Team.

Creditors Claims in Probates and Trusts

Creditors [claims] both in the context of a probate estate and a trust. Timing for giving notice in a probate, requirement to search for creditors, benefits to giving notice to a potential creditor, statute of limitations, what to do about late filed claims, and also discuss creditors in a trust including what benefit there might […]

Problem Trust Property Tenants

Dealing with troublesome tenants, especially when they are family members, can be a challenge. This presentation will provide you with not only the various legal remedies and procedures available but will provide you with alternative remedies that do not involve court intervention.

Accounting Non-Grantor Trust

What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipt Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income.

What every Fiduciary should know about Anosognosia

In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more. Session 1: Shadi Gholizadeh, PhD, MSc, MPH, CMC Director of Memory Care Programs, TheKey (10am-10:30am) Objective 1: Define and discuss anosognosia;Objective 2: Define and discuss confabulation;Objective 3: Discuss the relationship […]

Course Category : Estate

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