Course Category : Practice Management
Conversations That Matter
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now. Even worse, often it is a difficult topic that you have to bring up with a difficult person. What if you could engage in these conversations with more confidence, humor, […]
Business Succession Planning for a Fiduciary Practice
This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party. We also discuss the pros and cons of forming a business entity through which to operate a fiduciary practice. Fiduciaries who want to grow their business, downsize or even retire […]
Tax Issues in Trust Settlements- A primer on Basics for Trustees
The presentation will convey a working knowledge of income, estate, gift and property tax issues that arise in trust administration cases following the death of the trustor(s). The goal is not to make tax experts of the attendees but to leave them with enough practical knowledge of the subject to understand the basic reporting requirements, […]
Should I Stay or Should I Go, Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?
What Is in the Documents? What Is in the Estate? Are There Other Sources of Funding and Payment? What Is the Spending Plan? Bottom Line: Should You Take the Case? What’s your exit strategy?
Recognizing the Many Faces of Elder Abuse and It’s Repercussions
When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the information is not obvious. In addition the information contained on statements is essential for filing income tax returns and court accountings. […]
Reading Investment Statements: How to Get Answers to Key Questions
When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the information is not obvious. In addition the information contained on statements is essential for filing income tax returns and court accountings. […]
Prudent Investment Principles and Portfolio Review
This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised and how these issues may be remedied.
Protecting Yourself From Liability
Fiduciaries need to do everything possible to minimize risk. Acting as someone’s “fiduciary” is a serious undertaking. Each situation has different considerations and challenges. Further, a professional fiduciary is held to a higher standard than a family member or non-professional. It is impossible to cover all the things you need to do to protect yourself […]
Billing and Petitions for Fees
A comprehensive program regarding billing practices and procedures for professional fiduciaries. The presentation sets forth the relevant legal elements for proper billing along with some helpful hints for streamlining and maximizing your billable time. We will, additionally, cover how to get your fees approved by the Court when court authority is required. This program covers […]
Bill Pay Do’s and Don’ts
Everything you need to know about paying bills for your clients. Top five bill pay practices to avoid and top five practices to adopt. Case studies and other considerations related to the typical bill pay process. What to look out for when it comes to cyber fraud, facing an audit, and needing more staff to […]