MCLE Archives - Page 2 of 7 - Professional Fiduciary Association of California

Safeguarding Client Funds: How Fiduciaries Can Expand FDIC Insurance Coverage for Trust & Estate Accounts

This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.

How To Avoid Your Britney Spears

Part 1: The Britney Spears Case Part 2: Getting Paid Part 3: Avoiding Your Own Personal Britney Part 4: Things to Keep an Eye On.

Rules Of Engagement: When You’re The Only Ethical Adult In The Room

Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children. We will review the duties we share to: (1) avoid and prepare for ethically-managed litigation; (2) ensure fiduciaries understand the rules of engagement in litigation; and, (3) present real-life examples of […]

Understanding Community Services For Persons With Developmental Disabilities In California

The Lanterman Act is California’s civil rights program for persons with intellectual and developmental disabilities (I/DD) and creates our Regional Center system which assesses and fulfills essential services necessary to live in the community.This session will introduce attendees to a series of MCLE programs and resources created by the Arc of California with the assistance […]

Digital Assets Killed The Paper Trail: A Primer On Administering Digital Assets

Internet-based accounts and applications have grown at an extraordinary rate. Email and paperless online banking are now routine. Intellectual property assets are proliferating. Since the Bitcoin network came into existence in 2008, thousands of new digital assets have emerged, including coins, tokens, tethered currency, and non-fungible tokens (NFTs). The rate of development of new technologies […]

Fiduciary And Attorney Fee Declarations

A course giving at the 2023 PFAC Conference.

Successor Trustee Issues: Taking Over A Disaster

Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges. Difficulties ranging from prior and future accounting complications, investment considerations, beneficiary expectations, public benefits issues, and tax filings (among other issues) can derail proper administration from the onset of a relationship and may expose a successor trustee to heightened liability. […]

Evaluating And Defending Challenging Special Needs Trust Disbursement Requests

This program describes how to evaluate and defend a trustee’s decisions on Special Needs Trust distributions. A professional fiduciary will face difficult decisions when a beneficiary seeks disbursement for something that may be challenged by the Social Security Administration (SSA), a Probate Judge, the Department of Health Care Services (DHCS), other family members, or some […]

PPF’s In Court – The Judges Perspective

Hon. Judge Sandra Bean, Hon. Judge Ana Maria Luna and Hon. Judge Glen Reiser (Ret.) present case scenarios to appreciate the viewpoints of trial judges as private professional fiduciary matters proceed before them. Specific topics include:1- Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably […]

Working with Asian American Clients

This course will be very informative on how to understand and work with Asian American Clients.

Course Credit Type: MCLE

Add Your Heading Text Here

Organization

Presented By