MCLE Archives - Page 4 of 7 - Professional Fiduciary Association of California

Mental Health and the Holidays

Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability

The Critical Role of Caregiving Technology

Ms. Symonds will present and explain the importance of modern technological devices that can be lifesaving when locating a wandering client.

How To Protect Your Estate/Conservatorship in the Real Estate Sale Now that the Probate Purchase Agreement Has Been Eliminated

In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated. Overview of the new Real Estate Purchase Agreement effective 12/14/21. Highlights of the steps needed to cure the omissions that don’t protect the Estate or Conservatorship in the new contract. The 13 recommended […]

Elder Abuse and the Criminal Justice System

Contra Costa County Deputy District Attorney Mary Knox will provide an overview of investigative and charging processes for elder abuse crimes in Contra Costa County. Ms. Know will highlight her office’s elder abuse investigative and prevention system.

Developing A Plan to Work With Clients Who Have Mental Illness

As fiduciaries, we work every day with clients with mental illnesses and mental disorders. Our clients can be difficult or downright impossible to work with at times. This webinar will educate us more fully about mental illness and teach us strategies for working with the different diagnoses. Ms. Thompson will discuss communication styles, boundary setting […]

Working with Probate Referees

In 2020 the California Probate Referee’s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide. The Guide is designed to assist professional fiduciaries, attorneys and staff to ensure each Inventory & Appraisement is properly submitted so that the returned valuations are accurate and can […]

Where’s the FUN in DysFUNctional Families: Interactive Case Studies

Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations. The team will address how best to “wow” and persuade the judge to implement their solutions. The case studies will be derived from the practices and […]

What You Need to Know About Entities- Whether You Are Administering One or Want to Operate Your Business as One

Learn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages.

The Value of an Excellent PPF

The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee

Tamila’s presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law). The conservatee retains the right to marry. If the relationship is abusive, what tools does the conservator have to intervene? It discusses the effects of the conservatorship on certain rights and procedures related to the marriage and the role of the […]

Course Credit Type: MCLE

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