Finance Certificate Archives - Professional Fiduciary Association of California

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 […]

Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals

Cost: $50 PFAC Member – $70 Non-Member Speakers: Ricsie M. Hernandez, Esq. and Paul Hynes MCLE/CEU Awarded: 1.0 Trust Presented Date: 8/23/2020 About […]

Fiduciary Accountings – I Hate Accounting, Remind Me Why and How I Have to Do This

Cost: $75.00 PFAC Member – $105.00 Non Member Speaker: Martin Harris CEU Awarded: 1.5 Practice Management Presented Date: 8/23/2020 About the Course Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. Part 1 is a quick review of the basics: banking basics; how best […]

Introduction to Trusts and Trust Management

Cost: $75 PFAC Member – $105 Non-Member Speaker: Monica Goel, Esq. CEU Awarded: 1.5 Trusts Presented Date: N/A About the Course This presentation covers the steps of the trust administration process: Notification and marshaling assets Inventory and appraisal Allocation or distribution Understand the duties and responsibilities in being the successor trustee. Monica Goel, Esq. […]

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships

Cost: $50 PFAC Member – $70 Non-Member Speaker: Jeff Marvan, Esq. CEU Awarded: 1.0 CE/MCLE Person Presented Date: N/A About the Course This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships. About Jeff Marvan, Esq. Jeff Marvan is […]

Prudent Investment Principles and Portfolio Review

Cost: $75 PFAC Member – $105 Non-Member Speaker: Jeremy L. Lau, CFA, CFP CEU Awarded: 1.5 Practice Management Presented Date: N/A About the Course This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised […]

Navigating The Regional Center System

Cost: $50 PFAC Member – $70 Non-Member Speaker: Jim Huyck CEU Awarded: 1.0 Person Presented Date: 05/03/2019 About the Course Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid […]

SNT Trust Administration For The Mentally Ill Beneficiary

Cost: $75 PFAC Member – $100 Non-Member Speaker: Meredith Taylor, CLPF CEU Awarded: 1.5 Trusts Presented Date: 05/03/2019 About the Course Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake. The beneficiary may not cooperate, can be verbally abusive, or even […]

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 […]

Billing and Petitions for Fees

Cost: $75 PFAC Member – $100 Non-Member Speakers: Aaron Jacobs and Jeff Marvan, Esq. CE/MCLE Awarded: 1.5 Practice Management Presented Date: 07/17/2018 About the Course A comprehensive program regarding billing practices and procedures for professional fiduciaries. The presentation sets forth the relevant legal elements for proper billing along with some helpful hints for streamlining […]

Course categories: Finance Certificate

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