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 […]
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 […]
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 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 nuts and bolts guide to Medi-Cal, SSI, Section 8 and Regional Center benefits and how to access those benefits.
Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.
Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone […]
For the elderly, injuries may appear to be simply an outcome of age-related health failure. However, clients pay for safety and supervision at assisted living and other long-term care facilities. Injuries are often a result of the failure of the facility to provide the care your client is paying for. The presenters will explain how […]