Course Search

Creditors [claims] both in the context of a probate estate and a trust.

Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.

Dealing with troublesome tenants, especially when they are family members, can be a challenge.

Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.

In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated.

Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability

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.

What standard applies to determine income vs principal?

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.