Ethics Archives - Professional Fiduciary Association of California

A Fiduciary’s Guide to Boundaries- Understanding the Extent of Your Authority in Representative Capacities

Cost: $100 PFAC Member – $140 Non-Member Speaker: Gregory Borawski, Esq. and Ricsie Hernandez, Esq. MCLE/CEU Awarded: 2.0 Ethics Presented Date: 08/27/2021 About the Course The extent of a fiduciary’s authority in various representative capacities, when additional authority is required, and liability/discipline exposure when acting beyond your authority. Gregory Borawski, Esq. Gregory’s practice primarily […]

Know Your Client: Recognizing Risks Before it is Too Late

Cost: $50 PFAC Member – $70 Non-Member Speakers: Karen Goodman CEU Awarded: 1.0 Ethics Presented Date: 11/17/2020 About the Course The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations, or limited English-speaking skills in understanding what a “fiduciary duty” means in high-stress […]

Don’t Get Bit by the Ethics Rattlesnake

Cost: $50 PFAC Member – $70 Non-Member Speaker: Professor Roberta K. Flowers, esq. CEU Awarded: 1.0 Ethics Presented Date: 10/10/2020 About the Course 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. […]

Financial Standard of Care: With A Focus on Ethics

Cost: $75 PFAC Member – $105 Non-Member Speaker: Jeff Marvan, Esq. CEU Awarded: 1.5 Ethics Presented Date: 8/25/2020 About the Course 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. The presentation addresses the ethical parameters that […]

When Your Job Is Being The Ethical Adult In The Room

Cost: $50 PFAC Member – $70 Non-Member Speaker: Liza de Vries, Esq. CEU Awarded: 1.0 Ethics Presented Date: 7/20/2020 About the Course Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values. Notably missing from this list is […]

Cultural Diversity And Ethics

Cost: $100 PFAC Member – $140 Non-Member Speaker: Viki Kind, M.A. CEU Awarded: 2.0 Ethics Presented Date: 05/04/2019 About the Course We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we […]

The Law, Ethics, And Practicalities Of The Private Professional Fiduciary As Petitioner

Cost: $50 PFAC Member – $70 Non-Member Speaker: Yevgeny Belous, Esq. and Jeffrey Marvan, Esq. CEU Awarded: 1.0 CE/MCLE Ethics […]

Fiduciary Neutrality: When to Join the Fight. The Ethics, Law and Practice of Neutrality – Part I

Cost: $100 PFAC Member – $140 Non-Member Speakers: Hon. Judge David J. Cowan, Eugene Belous, Esq., Lauriann Wright, Esq. and Norine Boehmer MCLE/CEU Awarded: 2.0 Ethics Presented Date: 09/19/2018 About the Course The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the […]

A Case Study and Conversation About Medical and Fiduciary Ethics

Cost: $50 PFAC Member – $70 Non-Member Speaker: Kim Schwarcz, CLPF CEU Awarded: 1.0 Presented Date: 07/17/2018 About the Course A presentation and conversation about a very difficult case that brings in every difficult aspect that conservators will ever have to deal with. This presentation will discuss a conservatorship of a young man […]

Ethical Challenges Facing Fiduciaries

Cost: $50 PFAC Member – $70 Non-Member Speakers: Monica Goel, Esq. CEU Awarded: 1.0 Ethics Presented Date: 05/15/2018 About the Course We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we have […]

Course categories: Ethics

Add Your Heading Text Here

Organization

Presented By