Course Credit Type: MCLE
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 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 […]
The Law, Ethics, And Practicalities Of The Private Professional Fiduciary As Petitioner
This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary taking on the role as Petitioner in Conservatorship, Guardianship, Decedent Estates, and Trusts. In addition to the law, the discussion includes an analysis of the ethics rules applicable to fiduciaries and their attorneys when the fiduciary acts as the Petitioner. The law […]
Insurance Coverage: Dropping the Ball
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.
How To Work With Attorneys In Contested Matters PART 2
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney). The panelists will begin by discussing the role of the various attorneys for a proposed conservatee: court-appointed counsel, guardian ad litem, and private counsel. Also discussed will be tips and strategies […]
How To Work With Attorneys In Contested Matters PART 1
In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter. Typically, attorney’s fees are the largest expense born by any trust. How does the fiduciary manage this large expense item for the trust? And what duties does your attorney owe […]
Here Today, Gone Tomorrow: A Fiduciary’s Guide To Attorney-Client Privilege
Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. The attorney-client privilege rules as applied in the fiduciary context are exceedingly complex, and one accidental misstep can expose your private communications to the world (or, more ominously, to a contentious beneficiary or dissatisfied […]
Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships
This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.