MCLE Archives - Professional Fiduciary Association of California

A Fiduciary’s Guide to the Seismic Shift In Real Estate

This presentation will discuss the new Proposition 19 in CA as well as Landlord/Tenant Issues and of course COVID-19. How will the Volatility of the new normal in Real Estate affect Fiduciaries?

Tax Issues for Fiduciaries & Trust Language to Consider

Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are important, Trustee, Executor or Administrator’s […]

Practical Issues Facing Fiduciaries

Scott will be providing answers and best practices suggestions to issues such as when and how can a fiduciary, serving as Guardian, Conservator, Personal Representative or Trustee delegate their duties? What exactly is Adult Protective Services role and authority? Are Professional Fiduciaries mandated reporters? Can a Professional Fiduciary terminate their attorney’s representation? And if so, […]

Surety Bond Problems and Solutions

J.D. Strong of Bond Services of California will be presenting “Surety Bonds Problems and Solutions”.

Guardians Of The (Trust) Galaxy: Trust Protectors Defined, Explained and Explored

Along with answering the question of “what is a trust protector?,” this presentation will provide insight into common use cases for a trust protector, best practices when acting as a trust protector, and potential liability of a trust protector. Withers attorneys, Jenny Bratt and Matthew Owens, will also discuss compensation for the trust protector and […]

Pre Intensive B – Special Needs Trust Administration – Reviewing the Fundamentals and Avoiding Common Pitfalls

This course was taught at the 2023 PFAC Conference and is a review of the fundamentals of SNT and how to avoid common pitfalls.

Dulling the Razor’s Edge: Understanding, Identifying and Navigating The Duty Of Impartiality

The most basic goals of any administration for a fiduciary are to distribute the right assets to the right people without getting sued. Standing between the fiduciary and these goals are numerous fiduciary duties, not the least of which is the duty of impartiality. The duty of impartiality puts a fiduciary on the razor’s edge, […]

How To Detect Lies, Fraud, and Identity Theft

Can You Tell When Someone is Lying? Let Body Language Expert Traci Brown Show You How! Are you winning the game of Two Truths and a Lie? You play every day and don’t even know it. Win the game with your team, clients, potential hires and vendors to dramatically improve your bottom line…and detect fraud […]

Long Term Care Solutions On a Budget

This presentation will focus on various types of options and resources for providing long term care for individuals that have limited financial resources. The presentation will include updates on available public benefits both for medical care and housing.

The Sweet Spot: When and How to Step into your Fiduciary Role

Stepping in as a Conservator of the Person or Estate or Successor Trustee can be a challenge, particularly so when the conservatee or former Trustor/Trustee is reluctant to accept a successor’s assistance. Are you a bull in a china shop or do you tiptoe in like a ballerina? This presentation will focus on best practices […]

Course Credit Type: MCLE

Add Your Heading Text Here

Organization

Presented By