Practice Management Archives - Page 4 of 4 - Professional Fiduciary Association of California

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 […]

Are You Covered? Risk Management And Insurance For Professional Fiduciaries

This presentation will help Professional Fiduciaries: (1) avoid claims and disputes; (2) ensure they are covered by insurance in the event of a claim; and (3) navigate the claim handling/professional liability insurance process.

A Case Study of Fiduciary Surcharges

A This session will review the facts, circumstances and outcome of actual surcharge actions against California professional fiduciaries and will discuss how those outcomes could have been avoided.

Probate Code Requirements for Real Estate Sales

Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.

Normal Aging Or Elder Abuse? How Insufficient Staffing Can Lead To Avoidable Injuries In Assisted Living Facilities

For the elderly, injuries may appear to be simply an outcome of age-related health failure. However, clients pay for safety and supervision at assisted living and other long-term care facilities. Injuries are often a result of the failure of the facility to provide the care your client is paying for. The presenters will explain how […]

Mediation 101

Mediation 101 – What you should know, why you should care, and how it can change your life.

Legal and Ethical Considerations When Growing Your Fiduciary Practice

Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don’t know how to make this happen? Whether you’re thinking of hiring your first or your tenth employee, knowing your ethical and legal responsibilities in relation to your fiduciary practice is paramount. Understand the systems […]

Course Category : Practice Management

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