Course Category : Practice Management
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.
How to Avoid Environmental Liability
This presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciary’s portfolio or that is being considered to purchase/lease other property. Knowledge of such laws are necessary for the fiduciary to avoid personal liability. The presentation will also touch […]
Fiduciary Succession Planning- Fact or Fiction
Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.
Fiduciary Accountings – I Hate Accounting, Remind Me Why and How I Have to Do This
Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. Part 1 is a quick review of the basics: banking basics; how best to keep the records you’ll need (particularly real estate-related transactions); reconciling bank (and brokerage?) statements; software; basic nuts & bolts of accountings; and […]
Everything You Wanted To Know About Court Accountings But Were Afraid To Ask
Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. One of these duties is the duty to account. In our litigious society, having an accounting is one of the best ways a fiduciary can protect itself from liability. From […]
Establishing and Growing a Fiduciary Practice
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how to set up effective systems, how to choose your clients and how to choose the right legal representation. The course will also cover what to […]
Defending Yourself: Professional Fiduciary Jiu Jitsu
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you. Even if you do it “right” you may find yourself needing this information.We will cover the legal steps in raising an […]
Data Security: What You Need To Know And What You Need To Do
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice.