Practice Management Archives - Professional Fiduciary Association of California

Cultural Considerations in Funeral/Burial Planning

This is an informative discussion on Funeral/Burial planning that is unique to different to every culture and religious tradition.

Confessions of Succession with Q & A

Learning Objectives will have a focus on reality vs theoretical. This presentation will include: Developing a succession plan, Putting together a team and resources, Providing continuity for clients and staff, Monetizing, financial value of business and secure income and Finding a successor and develop a win-win for the retiree and the successor.

Practical Issues Facing Fiduciaries

Scott will be providing answers and best practices suggestions to issues such as when and how can a fiduciary, serving as Guardian, Conservator, Personal Representative or Trustee delegate their duties? What exactly is Adult Protective Services role and authority? Are Professional Fiduciaries mandated reporters? Can a Professional Fiduciary terminate their attorney’s representation? And if so, […]

Surety Bond Problems and Solutions

J.D. Strong of Bond Services of California will be presenting “Surety Bonds Problems and Solutions”.

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.

Course Category : Practice Management

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