MCLE Archives - Page 2 of 2 - Professional Fiduciary Association of California

Are You Covered? Risk Management And Insurance For Professional Fiduciaries

Cost: $50 PFAC Member – $70 Non-Member Speakers: Ashley Glazewski, Esq., Lawrence D. Hilton, Esq., Andrew Jones, Esq., Kim Schwarcz, CLPF MCLE/CEU Awarded: 1.0 Practice Management Presented Date: 05/03/2019 About the Course This presentation will help Professional Fiduciaries: (1) avoid claims and disputes; (2) ensure they are covered by insurance in the event of […]

Death Before Divorce

Cost: $50 PFAC Member – $70 Non-Member Speaker: Daniel Gold, Esq. MCLE/CEU Awarded: 1.0 Estate Presented Date: 05/03/2019 About the Course With 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 […]

Examining The Role Of A Professional Fiduciary In Challenges To Mom And Dad’s Wishes Before They Die

Cost: $50 PFAC Member – $70 Non-Member Speaker: Robert Barton, Hon. Judge David Cowan, Esq., and Vivian L. Thoreen, Esq. CEU Awarded: 1.0 CE/MCLE Trust Presented Date: 05/03/2019 About the Course When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is […]

Everything You Wanted To Know About Court Accountings But Were Afraid To Ask

Cost: $75 PFAC Member – $100 Non-Member Speaker: Francine Lee, LL.M CEU Awarded: 1.5 CE/MCLE Practice Management Presented Date: 05/03/2019 About the Course Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. One of these duties is the duty […]

Here Today, Gone Tomorrow: A Fiduciary’s Guide To Attorney-Client Privilege

Cost: $75 PFAC Member – $100 Non-Member Speaker: Edward J. Corey Jr., Esq., Kelly E. Dankbar, Esq., Mary K. deLeo, Esq., and Gary D. Rothstein, Esq. CEU Awarded: 1.5 CE/MCLE Person Presented Date: 05/02/2019 About the Course Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and […]

How To Work With Attorneys In Contested Matters PART 1

Cost: $75 PFAC Member – $105 Non-Member Speakers: Yevgeny Belous, Esq., Norine Boehmer, CLPF, Hon. Judge James Steele (Ret.), and Lauriann Wright, Esq. CEU Awarded: 1.0 CE/MCLE Trusts Presented Date: 5/2/2019 About the Course In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney […]

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 […]

Financial Elder Abuse, What’s Involved and Is It Worth the Time and Expense?

Cost: $75 PFAC Member – $100 Non-Member Speaker: Philip Barbaro, Esq. MCLE/CEU Awarded: 1.5 Person Presented Date: 07/17/2018 About the Course Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by […]

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 […]

Conflicts of Interest: What You (And Your Clients) Need to Know!

Cost: $50 PFAC Member – $70 Non-Member Speakers: Frank Acuna, Esq. and Tracy Regli, Esq. CEU Awarded: 1.0 CE/MCLE Person Presented Date: 07/17/2018 About the Course Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the […]

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