Pre-Licensing Archives - Professional Fiduciary Association of California

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 […]

Ethical Billing Practices

Cost: $75 PFAC Member – $105 Non-Member Speaker: Russ Marshall, NMG CEU Awarded: 1.5 Trust Presented Date: 08/21/2020 About the Course NGA Standards of Practice as they relate to billing standards. Also discussed will be the California Rules of Court specifying standards for determining billing for services for estate administration, conservatorships and […]

Introduction to Trusts and Trust Management

Cost: $75 PFAC Member – $105 Non-Member Speaker: Monica Goel, Esq. CEU Awarded: 1.5 Trusts Presented Date: N/A About the Course This presentation covers the steps of the trust administration process: Notification and marshaling assets Inventory and appraisal Allocation or distribution Understand the duties and responsibilities in being the successor trustee. Monica Goel, Esq. […]

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 […]

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, […]

The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

Cost: $50 PFAC Member – $70 Non-Member Speaker: Leslie Yarnes Sugai, Esq. CEU Awarded: 1.0 Person Presented Date: N/A About the Course Many of your clients may need additional help beyond what their resources can provide. It is the job of the private professional fiduciary to “Look for the Bare Necessities, the […]

California Fiduciary Exam Review

Cost: $75 PFAC Member – $95 Non-Member Speaker: Russ Marshall, NMG, CLPF CEU Awarded: 4.0 Presented Date: 11/14/2019 About the Course This course is a review of concepts, terms, law and practical knowledge that is required under the California Professional Fiduciaries Act. It reviews materials that may be presented as part of […]

Cultural Diversity And Ethics

Cost: $100 PFAC Member – $140 Non-Member Speaker: Viki Kind, M.A. CEU Awarded: 2.0 Ethics Presented Date: 05/04/2019 About the Course We have a unique profession in that we do not provide a one-time service but instead provide multiple services and care across the person’s lifetime. Our practice is enhanced when we […]

Course categories: Pre-Licensing

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