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Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions.

This is a Regional Statewide Livestream Webinar, as well as, an In-Person Meeting for those who can not attend in person.

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

This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A.

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

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

What standard applies to determine income vs principal?

AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”

In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more.

This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations.