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

Tax Returns and Records Retention for Fiduciaries

Cost: $75 PFAC Member – $105 Non-Member Speaker: Frank R. Acuna, Esq. CEU Awarded: 1.0 Practice Management Presented Date: 10/2/2020 About the Course This course will teach you about Tax Returns and Records Retention for Fiduciaries. About Frank R. Acuna, Esq. Frank R. Acuna is a founding partner of Acuña & Regli, […]

Mediation 101

Cost: $50 PFAC Member – $70 Non-Member Speaker: Betty Homer, Esq. CEU Awarded: 1.0 Practice Management Presented Date: N/A About the Course Mediation 101 – What you should know, why you should care, and how it can change your life. About Betty Homer, Esq. Betty has extensive experience practicing in the areas of Probate […]

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 […]

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 […]

Business Succession Planning for a Fiduciary Practice

Cost: $50 PFAC Member – $70 Non-Member Speakers: Daniel Ansel and Ron Miller CEU Awarded: 1.0 Practice Management Presented Date: 07/17/2018 About the Course This presentation addresses the issues, opportunities and challenges of buying, selling or otherwise transferring a fiduciary practice and related cases to or from another party. We also discuss the pros […]

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 […]

Establishing and Growing a Fiduciary Practice

Cost: $75 PFAC Member – $100 Non-Member Speakers: Aaron Jacobs and Norine Boehmer CEU Awarded: 1.5 Practice Management Presented Date: 07/17/2018 About the Course Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how […]

Conversations That Matter

Cost: $75 PFAC Member – $105 Non-Member Speaker: Jessica Pettitt, M.Ed., CSP CEU Awarded: 1.5 Practice Management Presented Date: 07/17/2018 About the Course Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now. Even worse, often it is […]

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