Estate Archives - Professional Fiduciary Association of California

Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy

Cost: $50 PFAC Member – $70 Non-Member Speaker: Lisa Rehburg CEU Awarded: 1.0 Estate Presented Date: 6/22/2021 About the Course According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement. Yet about 90% of seniors report that they […]

Working with Probate Referees

Cost: $75 PFAC Member – $105 Non-Member Speaker: Hon. Judge Julia Craig Kelety MCLE/CEU Awarded: 1.5 Estate Presented Date: 08/26/2021 About the CourseIn 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. The Guide is designed to assist […]

Solutions to Personal Property Wars

Cost: $75 PFAC Member – $105 Non-Member Speaker: Judith Copeland, Esq. and Merrianne Dean, Esq. MCLE/CEU Awarded: 1.5 Estate Presented Date: 08/26/2021 About the CourseExplores a variety of methods to control disagreements between beneficiaries over the division of personal belongings. Judith Copeland, Esq. Judith (Judy) Copeland practiced law exclusively in the areas of probate, estate […]

Preparing for an Accounting

Cost: $75 PFAC Member – $105 Non-Member Speaker: Susan Brooksbank, MBA, MSEE, BSME CEU Awarded: 1.5 Estate Presented Date: 10/28/2020 About the Course What you need to have to prepare for accounting. Know about all assets, income and expense items and sales of property. All the documents you will need to submit to […]

Interplay Between Business Entities and Fiduciary Trustees

Cost: $50 PFAC Member – $70 Non-Member Speakers: Hon. Judge Brenda Penny and David Kim, Esq. CEU Awarded: 1.0 Estate Presented Date: 05/04/2019 About the Course The ins and outs a Fiduciary will encounter when administering assets that involve different business entities. The presentation will cover a view from the bench, in […]

Probate Administration – Soup to Nuts

Cost: $75 PFAC Member – $105 Non-Member Speaker: Merrianne Dean, Esq. CEU Awarded: 1.5 CE/MCLE Estate Presented Date: 08/31/2020 About the Course Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving […]

Real Estate and COVID-19

Cost: $50 PFAC Member – $70 Non-Member Speakers: Ron Greenwald and Patti Gerke CEU Awarded: 1.0 Estate Presented Date: 8/23/2020 About the Course This course will cover the following important topics. Summarize Best Practices Guidelines for Selling Real Estate during COVID-19 New C.A.R. COVID-19 Forms – 6 forms Property Management during COVID-19 Serving your client […]

Contested Non-Probate Transfers

Cost: $75 PFAC Member – $105 Non-Member Speaker: Matthew Owens, Esq. MCLE/CEU Awarded: 1.5 Estate Presented Date: 8/25/2020 About the Course This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. For example, what should the fiduciary do when […]

Death Before Divorce

Cost: $50 PFAC Member – $70 Non-Member Speaker: Daniel Gold, Esq. MCLE/CEU Awarded: 1.0 Estate Presented Date: 05/03/2019 About the Course With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a […]

The Treasure Hunt – Marshalling, Managing and Selling Assets

Cost: $62.50 PFAC Member – $75 Non-Member Speaker: Andrew de Vries, MBA CEU Awarded: 1.25 Estate Presented Date: 10/08/2020 About the Course Identifying, managing and selling assets is one of a fiduciary’s most important, sophisticated and closely scrutinized duties. This presentation covers all aspects of identifying, collecting and managing assets for new and […]

Course categories: Estate

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