Practice Management Archives - Professional Fiduciary Association of California

Tax Issues in Trust Settlements- A primer on Basics for Trustees

Cost: $50 PFAC Member – $70 Non-Member Speaker: Christopher Toews, Esq. MCLE/CEU Awarded: 1.0 Practice Management Presented Date: 08/27/2021 About the Course The presentation will convey a working knowledge of income, estate, gift and property tax issues that arise in trust administration cases following the death of the trustor(s). The goal is not to make tax experts […]

Recognizing the Many Faces of Elder Abuse and It’s Repercussions

Cost: $50 PFAC Member – $70 Non-Member Speaker: Paul Greenwood, Esq. MCLE/CEU Awarded: 1.0 Practice Management Presented Date: 08/27/2021 About the Course When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements can provide critical information but sometimes the […]

Reading Investment Statements: How to Get Answers to Key Questions

Cost: $50 PFAC Member – $70 Non-Member Speaker: Jeremy Lau, CFA®, CFP® and Susan Brooksbank, MBA, MSEE, BSME MCLE/CEU Awarded: 1.0 Practice Management Presented Date: 08/27/2021 About the Course When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor. Statements […]

Probate Code Requirements for Real Estate Sales

Cost: $75 PFAC Member – $105 Non-Member Speaker: Ricsie Hernandez, Esq. and Todd Stevens, Esq. MCLE/CEU Awarded: 1.5 Practice Management Presented Date: 08/27/2021 About the Course Probate code requirements and procedures for real property sales in conservatorships, probate estates and trusts Ricsie Hernandez, Esq. Ricsie M. Hernandez is a San Diego attorney employed by […]

What You Need to Know About Entities- Whether You Are Administering One or Want to Operate Your Business as One

Cost: $75 PFAC Member – $105 Non-Member Speaker: Stephen Brownell, CPA and David Minton, Esq. MCLE/CEU Awarded: 1.5 Practice Management Presented Date: 08/26/2021 About the CourseLearn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages. […]

The Value of an Excellent PPF

Cost: $75 PFAC Member – $105 Non-Member Speaker: Hon. Judge Julia Craig Kelety MCLE/CEU Awarded: 1.5 Practice Management Presented Date: 08/26/2021 Hon. Judge Julia Craig KeletyJudge Julia Kelety grew up in Tempe, Arizona, and graduated from the University of Arizona in 1982. In 1985, she graduated magna cum laude from Cornell Law School, […]

Fiduciary Succession Planning- Fact or Fiction

Cost: $75 PFAC Member – $105 Non-Member Speakers: Ralph Hughes, Esq. and Anne Rudolph, Esq. MCLE/CEU Awarded: 1.5 Practice Management Presented Date: 08/26/2021 About the Course Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession. Ralph Hughes, Esq. Ralph has been certified as a certified specialist in Estate Planning, Trust & Probate Law for more […]

A Case Study of Fiduciary Surcharges

Cost: $50 PFAC Member – $70 Non-Member Speaker: James Brown, Esq. and Hon. Judge Glen M. Reiser (Ret.) MCLE/CEU Awarded: 1.0 Practice Management Presented Date: 08/27/2021 About the Course A This session will review the facts, circumstances and outcome of actual surcharge actions against California professional fiduciaries and will discuss how those outcomes could […]

Legal and Ethical Considerations When Growing Your Fiduciary Practice

Cost: $50 PFAC Member – $70 Non-Member Speakers: Robert E. Nuddleman, Esq. and Meredith Taylor, MFT, CLPF CEU Awarded: 1.0 Practice Management […]

Bill Pay Do’s and Don’ts

Cost: $50 PFAC Member – $70 Non-Member Speakers: Don Ludwig and Pablo Federico CEU Awarded: 1.0 Practice Management Presented Date: 04/14/2021 About the Course Everything you need to know about paying bills for your clients. Top five bill pay practices to avoid and top five practices to adopt. Case studies and other considerations related […]

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