Course categories: Estate

Death Before Divorce

May 3, 20191.0 CEU Estate$45 members – $65 nonmembersWith 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 divorce is finalized. This means that as a fiduciary, you need to be prepared with […]

The Interplay Between Business Entities And Fiduciary Trustees

May 4, 20191.0 CEU | MCLE Estate$45 members – $65 nonmembersThe 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 addition to private counsel’s views on Fiduciary Trustee’s many duties to the beneficiaries, the court and other business entity […]

The Treasure Hunt – Marshalling, Managing and Selling Assets

Andrew de Vries, MBA – Probate, Estate and Trust Real Estate Broker1.25 CE – Estate$56.00 PFAC Member – $81.00 Non MemberAbout Andrew de VriesAndrew de Vries, MBA has provided expert real estate sales for private and professional fiduciaries in the Bay Area for more than a decade. With more than 600 successful fiduciary sales transacted […]

The Powers of a Conservator to Intervene in the Marital Relationship of the Conservatee

Tamila C. Jensen – Law Office of Tamila C. Jensen, P.C.1.5 CE/MCLE – Estate$67.50 PFAC Member – $97.50 Non MemberAbout Tamila C. JensenAs the Senior Member of the Law Offices of Tamila C. Jensen, Tamila has been practicing (or teaching) law since 1973. Her early work was in the area of real estate and land […]

Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages – Legal, Tax & Financial Implications & Opportunities

Brad Dela Cruz, American Advisors GroupRyan Ponsford, American Advisors Group1.0 CE – Estate$45 PFAC Member – $65 Non MemberAbout Brad Dela CruzBrad Dela Cruz has spent the last 18 years working within the business and residential lending industries, the last 13 years focusing exclusively on reverse mortgage loans, both FHA and Jumbo reverse mortgages. Brad […]

How to Avoid Pitfalls of Managing Real Estate in Probate & Trust

Yevgeny L. Belous, Esq., Nielsen & Rogers LLPBrian Joy, Berkshire Hathaway Home Services/Sanborn TeamNancy Sanborn, Berkshire Hathaway Home Services/Sanborn Team1.5 CE/MCLE – Estate$67.50 PFAC Member – $97.50 Non MemberAbout Yevgeny L. BelousYevgeny (Eugene) L. Belous was born in 1983 in Kiev, Ukraine. He is fluent in Russian. He graduated in 20015 from the University of […]