Course Credit Type: CE
Probate Administration – Soup to Nuts
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone […]
Preparing for an Accounting
What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property. All the documents you will need to submit to the person preparing your accounting. Including accounting for the investment portfolio.
Physical and Cognitive Functional Assessments
Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum. In this presentation, geriatric experts Dr. Mehrdad Ayati, medical advisor to the United States Senate Special Committee on Aging, Dr. Chio Choi, 10-year Occupational Therapist and faculty member of San Jose State University, and Vince […]
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 […]
Navigating The Regional Center System
Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for […]
Mediation 101
Mediation 101 – What you should know, why you should care, and how it can change your life.
Managing Challenging Personalities: A Fiduciaries’ Practice Guide
Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. The consequences often include fiduciary burnout, increased liability, and hours spent on non-billable client management tasks. This presentation offers psychological explanations for understanding problematic client behaviors including unrealistic expectations, oscillating between loving and hating one’s fiduciary, difficulty comprehending complex legal […]
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 […]
Know Your Client: Recognizing Risks Before it is Too Late
The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations, or limited English-speaking skills in understanding what a “fiduciary duty” means in high-stress situations. This program will present illustrations of typical problems encountered by professional fiduciaries and provide risk management suggestions to avoid ethics complaints […]