Practice Management Archives - Page 2 of 3 - Professional Fiduciary Association of California

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, Esq., and Victor Segovia, Esq. MCLE/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 […]

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 […]

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 […]

Course categories: Practice Management

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