Course Credit Type: MCLE

Pre Intensive A – An Accounting Preparation Primer AND the Court’s View of the Perfect Accounting PFAC Conference 2023

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.

Hiring and Working with Caregivers: Risks, Liabilities and Solutions – fa167

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 […]

Cultural Awareness “A Panelist Discussion”

Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities

Shifting to Neutral – The change in the courts view on Trustees Remaining unbiased in light of the Breslin v. Breslin and Zahnleuter v. Mueller

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 in Probates and Trusts

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 […]

How to deal with difficult people – a Judicial Perspective

“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 […]

Problem Trust Property Tenants

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.

Needs-Based Public Benefits & Special Needs Trusts

Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.

To Be Or Not To Be Guardian or Conservator

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”

Breslin VS Breslin (fa149)

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 […]

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