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 […]
Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.
Speakers Mary DeLeo, Esq. and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship Law
Peter Stern will review the legislation relating to conservators, the courts and private professional conservators.
Insights into the Court perspective on criteria for fee requests and what the court considers and finds persuasive when considering a fee request.
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.
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 […]
The Value of an Excellent PPF
Review of California labor law and common pitfalls to avoid as a fiduciary.
This course will teach you about Tax Returns and Records Retention for Fiduciaries.