MCLE Archives - Page 6 of 7 - Professional Fiduciary Association of California

Everything You Wanted To Know About Court Accountings But Were Afraid To Ask

Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. One of these duties is the duty to account. In our litigious society, having an accounting is one of the best ways a fiduciary can protect itself from liability. From […]

Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals

The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. This is especially true for the world of investments and investment professionals. It is often complex and confusing. This presentation is a pragmatic primer in what you need to know to […]

Defending Yourself: Professional Fiduciary Jiu Jitsu

Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you. Even if you do it “right” you may find yourself needing this information.We will cover the legal steps in raising an […]

Death Before Divorce

With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized. This means that as a fiduciary, you need to be prepared with what to do if this happens with one […]

Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected

Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. The “gray area” of client best interest has come under heated debate from parties who would advocate against standard Conservatorship practices as well against CA Licensed Fiduciaries. Codified Probate Court procedures and accountings can offer […]

Contested Non-Probate Transfers

This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. For example, what should the fiduciary do when the person named in the beneficiary designation form for a pay-on-death account is different than the beneficiaries named under the decedent’s will or […]

Tax Issues in Trust Settlements- A primer on Basics for Trustees

The presentation will convey a working knowledge of income, estate, gift and property tax issues that arise in trust administration cases following the death of the trustor(s). The goal is not to make tax experts of the attendees but to leave them with enough practical knowledge of the subject to understand the basic reporting requirements, […]

Solutions to Personal Property Wars

Explores a variety of methods to control disagreements between beneficiaries over the division of personal belongings.

Recognizing the Many Faces of Elder Abuse and It’s Repercussions

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the information is not obvious. In addition the information contained on statements is essential for filing income tax returns and court accountings. […]

Reading Investment Statements: How to Get Answers to Key Questions

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the information is not obvious. In addition the information contained on statements is essential for filing income tax returns and court accountings. […]

Course Credit Type: MCLE

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