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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.

In 2020 the California Probate Referee’s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide.

Explores a variety of methods to control disagreements between beneficiaries over the division of personal belongings.