Course categories: Practice Management

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 […]

The Employment Law Issues Trustees, Conservators, and Other Fiduciaries Face

Cost: $50 PFAC Member – $70 Non-Member Speaker: Ryan E Abernethy, Esq. CEU Awarded: 1.0 Practice Management Presented Date: 05/28/2020       About the Course Review of California labor law and common pitfalls to avoid as a fiduciary. Ryan E Abernethy, Esq. Ryan Abernethy is a senior attorney in the firm’s Labor & Employment […]

Understanding Trustee Liability in A Changing Insurance Market

Cost: $50 PFAC Member – $70 Non-Member Speaker: Judith Pearson CEU Awarded: 1.0 Practice Management Presented Date: 10/08/2020     About the Course Judith Pearson, Family Office, and Trustee liability Group Leader with Woodruff Sawyer, will discuss fiduciary E&O insurance and the California E&O insurance market. She will discuss what to look for when applying […]

Should I Stay or Should I Go, Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?

Cost: $150 PFAC Member – $210 Non-Member Speaker: Frank Acuna, Esq. and Tracy Regli, Esq. CEU Awarded: 3.0 Practice Management Presented Date: 05/05/2020     About the Course What Is in the Documents? What Is in the Estate? Are There Other Sources of Funding and Payment? What Is the Spending Plan? Bottom Line: Should You […]

Data Security: What You Need To Know And What You Need To Do

Cost: $50 PFAC Member – $70 Non-Member Speaker: Kai Stinchcombe CEU Awarded: 1.0 Practice Management Presented Date: 8/23/2020   About the Course Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice. Kai Stinchcombe Kai […]

How to Avoid Environmental Liability

Cost: $50 PFAC Member – $70 Non-Member Speaker: Steven Hoch CEU Awarded: 1.0 Practice Management Presented Date: 8/21/2020   About the Course This presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciary’s portfolio or that is being considered […]

Defending Yourself: Professional Fiduciary Jiu Jitsu

Cost: $50 PFAC Member – $70 Non-Member Speakers: Loren Emmanuel, Nathan Pastor, and Victor Segovia CEU Awarded: 1.0 Practice Management Presented Date: 8/25/2020   About the Course Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself […]

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 […]

Protecting Yourself From Liability

Cost: $50 PFAC Member – $70 Non-Member Speaker: Honorable Judge Maria Stratton and Yevgeny Belous, Esq. CEU Awarded: 1.0 CE/MCLE Practice Management                                                                   […]