Course Category : Estate

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 […]

To Be Or Not To Be Guardian or Conservator

AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”

Breslin VS Breslin (fa149)

This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations and include a discussion of real-world examples of successful and unsuccessful applications of these principles. Breslin v. Breslin (2021) 62 Cal.App.5th 801 –New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and […]

How To Protect Your Estate/Conservatorship in the Real Estate Sale Now that the Probate Purchase Agreement Has Been Eliminated

In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated. Overview of the new Real Estate Purchase Agreement effective 12/14/21. Highlights of the steps needed to cure the omissions that don’t protect the Estate or Conservatorship in the new contract. The 13 recommended […]

Working with Probate Referees

In 2020 the California Probate Referee’s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide. The Guide is designed to assist professional fiduciaries, attorneys and staff to ensure each Inventory & Appraisement is properly submitted so that the returned valuations are accurate and can […]