Course categories: Estate

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

Cost: $75 PFAC Member – $105 Non-Member Speaker: Tamila C. Jensen, Esq. CEU Awarded: 1.5 CE/MCLE Estate Presented Date: 05/15/2018     About the Course Tamila’s presentation discusses the interplay between conservatorship (Probate) and the marital relationship (Family Law). The conservatee retains the right to marry. If the relationship is abusive, what tools does the […]

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

Cost: $50 PFAC Member – $70 Non-Member Speakers: Brad Dela Cruz and Ryan Ponsford CEU Awarded: 1.0 Estate Presented Date: 07/17/2018   About the Course This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients […]