Course Category : Practice Management
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 […]