This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A. This course was taught by Hon. Judge Roger Lund, Ventura County Superior Court, Kelly Berlingeri Esq., Ventura County Superior Court and Paul Bartschi, Merrill Lynch Special Needs Team.
This session will help people in the circle of care understand the employment risks they and their clients take when they bring someone into the home to care for the elderly or disabled. We will discuss ways to minimize the risk to you and your clients and identify the key areas you need to know […]
Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities
A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s. In the wake of Breslin v. Breslin (2021) 62 Cal.App.5th 801, where the trustee avoided any liability through taking a neutral position, Zahnleuter v. Mueller (Filed February 9, 2023; […]
Creditors [claims] both in the context of a probate estate and a trust. Timing for giving notice in a probate, requirement to search for creditors, benefits to giving notice to a potential creditor, statute of limitations, what to do about late filed claims, and also discuss creditors in a trust including what benefit there might […]
“Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court. In his legal career he was a trial attorney in private practice for 32 years before his appointment to the Orange County Bench in 2009. He served 5 years in family court and is currently assigned to the probate […]
Dealing with troublesome tenants, especially when they are family members, can be a challenge. This presentation will provide you with not only the various legal remedies and procedures available but will provide you with alternative remedies that do not involve court intervention.
Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.
AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”
This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations and include a discussion of real-world examples of successful and unsuccessful applications of these principles. Breslin v. Breslin (2021) 62 Cal.App.5th 801 –New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and […]