Course Category : Practice Management

Fiduciary And Attorney Fee Declarations

A course giving at the 2023 PFAC Conference.

PPF’s In Court – The Judges Perspective

Hon. Judge Sandra Bean, Hon. Judge Ana Maria Luna and Hon. Judge Glen Reiser (Ret.) present case scenarios to appreciate the viewpoints of trial judges as private professional fiduciary matters proceed before them. Specific topics include:1- Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably […]

Professional Fiduciary Practice Administrators

This presentation will introduce us to “Professional Fiduciary Practice Administrators” as now defined by Probate Code Sections 2469 and 9765 which codifies SB 1024 which is legislation, sponsored by PFAC, that was signed into law in 2022. The presentation will cover how a Professional Fiduciary can nominate a Professional Fiduciary Practice Administrator, the process for […]

PFAC Legislative Update – May 2023

PFAC’s Legislative Committee’s mission is, as part of the State Legislative process, to represent and advocate for the best interests of professional fiduciaries and to provide reports to PFAC members regarding the committee’s legislative efforts. The committee’s purview is limited to proposed legislation which directly relates to professional fiduciary licensing or the various capacities in […]

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 […]

The Accidental Mediator

Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.

AB 1194 – Burden on Conservators

Peter Stern will review the legislation relating to conservators, the courts and private professional conservators.

Effective Fee Request – A Judicial Perspective

Insights into the Court perspective on criteria for fee requests and what the court considers and finds persuasive when considering a fee request.

What You Need to Know About Entities- Whether You Are Administering One or Want to Operate Your Business as One

Learn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages.

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. She will discuss what to look for when applying for insurance, what insurance policy features and riders one should have (or not), the differences in current providers’ offerings, and how the market […]