Course Credit Type: MCLE
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. […]
Protecting Yourself From Liability
Fiduciaries need to do everything possible to minimize risk. Acting as someone’s “fiduciary” is a serious undertaking. Each situation has different considerations and challenges. Further, a professional fiduciary is held to a higher standard than a family member or non-professional. It is impossible to cover all the things you need to do to protect yourself […]
Billing and Petitions for Fees
A comprehensive program regarding billing practices and procedures for professional fiduciaries. The presentation sets forth the relevant legal elements for proper billing along with some helpful hints for streamlining and maximizing your billable time. We will, additionally, cover how to get your fees approved by the Court when court authority is required. This program covers […]
Are You Covered? Risk Management And Insurance For Professional Fiduciaries
This presentation will help Professional Fiduciaries: (1) avoid claims and disputes; (2) ensure they are covered by insurance in the event of a claim; and (3) navigate the claim handling/professional liability insurance process.
A Case Study of Fiduciary Surcharges
A This session will review the facts, circumstances and outcome of actual surcharge actions against California professional fiduciaries and will discuss how those outcomes could have been avoided.
A “How To” Guide for Public Benefits in California
A nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits.
Probate Code Requirements for Real Estate Sales
Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.