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NGA Standards of Practice as they relate to billing standards. Also discussed will be the California Rules of Court specifying standards for determining billing for services for estate administration.

Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice.

Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses.

Are you struggling with managing your fiduciary practice on your own? Would you like more help with your workload, but don’t know how to make this happen?

Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.

Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts.

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.

Lessons learned on my 22 year journey of prosecuting serious elder abuse cases.

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).

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.