Course Category : Trust
Trust Distributions and Drafting: Perspective from Our Gigs
Nationally recognized experts Stephen Dale, Esq. LL.M, Principal of The Dale Law Firm P.C., Executive Director of the Golden State Pooled Trust, and Peter J Wall, Director of Fiduciary Services for True Link Financial, will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts and Conservatorships. The […]
The ABLE Act: What You Need to Know
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence. They will discuss how the Able Act works, restrictions and rules. They will provide examples of how beneficiaries who are on government benefits can use funds from both an Able Account and a Special Needs Trust […]
Introduction to Trusts and Trust Management
This presentation covers the steps of the trust administration process:Notification and marshaling assetsInventory and appraisalAllocation or distributionUnderstand the duties and responsibilities in being the successor trustee.
Insurance Coverage: Dropping the Ball
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.
How To Work With Attorneys In Contested Matters PART 2
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney). The panelists will begin by discussing the role of the various attorneys for a proposed conservatee: court-appointed counsel, guardian ad litem, and private counsel. Also discussed will be tips and strategies […]
How To Work With Attorneys In Contested Matters PART 1
In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter. Typically, attorney’s fees are the largest expense born by any trust. How does the fiduciary manage this large expense item for the trust? And what duties does your attorney owe […]
Examining The Role Of A Professional Fiduciary In Challenges To Mom And Dad’s Wishes Before They Die
When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is often fraught with risk. Fractured families, costly attorneys’ fees, ethical considerations and the potential for a disinherited litigant must be weighed against the potential benefits of initiating litigation during a parent’s lifetime, particularly […]
Ethical Billing Practices
NGA Standards of Practice as they relate to billing standards. Also discussed will be the California Rules of Court specifying standards for determining billing for services for estate administration, conservatorships and trust administration. Finally, the discussion will center on the Santa Clara County Rules of Court for Professional Fiduciary billing practices. Emphasis in all three […]
Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. This is especially true for the world of investments and investment professionals. It is often complex and confusing. This presentation is a pragmatic primer in what you need to know to […]
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.