Course Credit Type: CE
Fiduciary Accountings – I Hate Accounting, Remind Me Why and How I Have to Do This
Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. Part 1 is a quick review of the basics: banking basics; how best to keep the records you’ll need (particularly real estate-related transactions); reconciling bank (and brokerage?) statements; software; basic nuts & bolts of accountings; and […]
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 […]
Everything You Wanted To Know About Court Accountings But Were Afraid To Ask
Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. One of these duties is the duty to account. In our litigious society, having an accounting is one of the best ways a fiduciary can protect itself from liability. From […]
Ethical Challenges Facing Fiduciaries
We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we have greater insight into and respect for the person’s culture, religion, gender, sexual orientation, ethnicity, etc. Attendees will learn how to do an ethnographic […]
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 […]
Establishing and Growing a Fiduciary Practice
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how to set up effective systems, how to choose your clients and how to choose the right legal representation. The course will also cover what to […]
Don’t Get Bit by the Ethics Rattlesnake
Rattlesnakes are known to strike quickly, without warning, and cause fatal and near fatal injuries. For the unwary fiduciary, ethical mistakes can happen without warning and be fatal to their career. Using the California Fiduciary Code and the Best Standards for Pooled Trusts, this interactive presentation will look at the ways that a fiduciary can […]
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.
Defending Yourself: Professional Fiduciary Jiu Jitsu
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you. Even if you do it “right” you may find yourself needing this information.We will cover the legal steps in raising an […]