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

Addressing Mental Health Needs During A Time Of Social Isolation

Cost: $75 PFAC Member – $105 Non-Member Speaker: Dr. Anna McCarthy CEU Awarded: 1.5 Person Presented Date: N/A About the Course This course covers the following topics: Identifying mental health issues most likely to be triggered by social isolation/COVID (depression, anxiety, PTSD, substance abuse, suicidality)Education about the importance of behavioral activation, cognitive restructuring, […]

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 […]

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 […]

Managing Challenging Personalities: A Fiduciaries’ Practice Guide

Cost: $75 PFAC Member – $100 Non-Member Speaker: Dr. Teo Ernst CEU Awarded: 1.5 Person Presented Date: 09/19/2018 About the Course >p?Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice. The consequences often include fiduciary burnout, increased liability, and hours spent on non-billable client management tasks. This presentation […]

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 […]

Professional Fiduciaries and Aging Life Care Managers: A Synergistic Partnership

Cost: $50 PFAC Member – $70 Non-Member Speaker: Carolyn Michaelis, Rebecca Montano, PhD, and Susan Valoff CEU Awarded: 1.0 Person Presented Date: 07/17/2018 About the Course The panelists present a discussion focuses on the professional interaction and cooperation of Professional Fiduciaries and Aging Life Care Managers working in partnership to produce […]

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 […]

Deconstructing the Neuropsychological Exam

Cost: $50 PFAC Member – $70 Non-Member Speaker: Eric J. Freitag, PsyD., FACPN CEU Awarded: 1.0 Person Presented Date: 05/18/2018 About the Course Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions: What are the domains of cognitive functioning included in an exam; how […]

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