Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities
Member Price: $75
Non-Member Price: $105
CE / MCLE Awarded:
1.5 – Ethics
Presented Date: September 26, 2023
Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0 – Ethics
Presented Date: June 20, 2023
Liza and Robyn will bring you tips from the trenches of litigation representing fiduciaries and interested persons to protect elders, disabled individuals, and children.
Member Price: $100
Non-Member Price: $140
CE / MCLE Awarded:
2.0 – Ethics
Presented Date: June 3, 2023
This course will be very informative on how to understand and work with Asian American Clients.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0 – Cultural Competency
Presented Date: June 1, 2023
When a conservatee or beneficiary asserts a legal claim against a fiduciary, it will be based on a wrong they have purportedly suffered.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0 – Ethics
Presented Date: June 1, 2023
Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0 – Ethics
Presented Date: June 1, 2023
The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations. 1.0 CEUs are awarded for this course.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0 – Ethics
Presented Date: November 17, 2020
Rattlesnakes are known to strike quickly, without warning, and cause fatal and near fatal injuries. For the unwary fiduciary, ethical mistakes can happen without warning and be fatal to their career.
Member Price: $50.00
Non-Member Price: $70.00
CE Awarded:
1.0 – Ethics
Presented Date: October 10, 2020
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent’s estate.
Member Price: $75.00
Non-Member Price: $105.00
CE Awarded:
1.5 – Ethics
Presented Date: August 25, 2020
Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values.
Member Price: $50
Non-Member Price: $70
CE Awarded:
1.0 – Ethics
Presented Date: July 20, 2020
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