Course categories: Estate

Probate Administration – Soup to Nuts

$75 PFAC Member – $105 Non-Member Instructor: Merrianne Dean, Esq.   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 as executor or administrator, the goals to be achieved and the alternative procedures […]

Real Estate and COVID-19

$50 PFAC Member – $70 Non-Member   Instructors: Ron Greenwald and Patti Gerke   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 from afar during COVID-19  Handling Real Property from afar […]

Contested Non-Probate Transfers

$75 PFAC Member – $105 Non-Member Instructor: Matthew Owens 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 the person named in the beneficiary designation form for a pay-on-death account is different […]

The Economic Consequences of Covid-19

$50.00 PFAC Member – $70.00 Non Member1.0 CE Units are awarded for this course.Instructor: Jeremy Lau, CFA, CFPHow do you handle your client’s portfolios in 2020? Jeremy Lau, Chief Investment Officer of Prudent Investor’s Network, will discuss the current state of the economy amidst the global Covid-19 pandemic. It is important that fiduciaries are informed […]

Hoarding: Stuff Is Just the Surface

Joan McCreary, certified professional organizer and owner of JMPO, will share her expertise on hoarding. Learn how hoarding behavior results from a range of mental health conditions and can have severe health and safety impacts. Successful intervention depends on a number of factors including financial means, understanding the psychology of the condition, and the individual’s […]

Death Before Divorce

May 3, 20191.0 CEU Estate$50 PFAC Member – $70 Non MemberWith 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 […]

The Interplay Between Business Entities And Fiduciary Trustees

May 4, 20191.0 CEU | MCLE Estate$50 PFAC Member – $70 Non-MemberThe 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$62.50 PFAC Member – $75.00 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$75.00 PFAC Member – $100.00 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$50 PFAC Member – $70 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 has […]

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