Course Category : Practice Management

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.

Recent and Proposed Developments in Conservatorship Law

Speakers Mary DeLeo, Esq. and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship Law

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 […]

The Value of an Excellent PPF

The Value of an Excellent PPF

The Employment Law Issues Trustees, Conservators, and Other Fiduciaries Face

Review of California labor law and common pitfalls to avoid as a fiduciary.

Tax Returns and Records Retention for Fiduciaries

This course will teach you about Tax Returns and Records Retention for Fiduciaries.