Course categories: Trust
How To Work With Attorneys In Contested Matters PART 2
Cost: $50 PFAC Member – $70 Non-Member Speakers: Yevgeny Belous, Esq., Norine Boehmer, CLPF, Hon. Judge James Steele (Ret.), and Lauriann Wright, Esq. CEU Awarded: 1.0 CE/MCLE Trusts Presented Date: 5/2/2019 About the Course In Part 2 of this two-part topic, the panel will address working with all the other attorneys in […]
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview
Cost: $50 PFAC Member – $70 Non-Member Speaker: Peter J. Wall CEU Awarded: 1.0 Trust Presented Date: 12/01/2020 About the Course An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions. Peter J. Wall […]
Trust Distributions and Drafting: Perspective from Our Gigs
Cost: $75 PFAC Member – $105 Non-Member Speakers: Peter Wall and Stephen Dale, Esq. CEU Awarded: 1.5 Trust Presented Date: 8/25/2020 About the Course Nationally recognized experts Stephen Dale, Esq. LL.M, Principal of The Dale Law Firm P.C., Executive Director of the Golden State Pooled Trust, and Peter J Wall, Director of Fiduciary Services for […]
Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
Cost: $50 PFAC Member – $70 Non-Member Speakers: Ricsie M. Hernandez, Esq. and Paul Hynes MCLE/CEU Awarded: 1.0 Trust Presented Date: 8/23/2020 About […]
Trustee Unchained: Decanting Has Come to California
Cost: $75 PFAC Member – $105 Non-Member Speaker: Patrick A. Kohlmann, Esq. CEU Awarded: 1.5 Trust Presented Date: 8/25/2020 About the Course This program will review California’s recently enacted version of the Uniform Trust Decanting Act. Decanting refers to the power to modify an existing trust, either by changing the terms of that trust […]
Insurance Coverage: Dropping the Ball
Cost: $75 PFAC Member – $105 Non-Member Speaker: Nancy Valentine and Leslie Blozan, Esq. CEU Awarded: 1.5 CE/MCLE Trusts Presented Date: 07/20/2020 About the Course Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate. Nancy Valentine Listing & Selling since 1991, Nancy currently practices in southern California. She holds […]
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. […]
Examining The Role Of A Professional Fiduciary In Challenges To Mom And Dad’s Wishes Before They Die
Cost: $50 PFAC Member – $70 Non-Member Speaker: Robert Barton, Hon. Judge David Cowan, Esq., and Vivian L. Thoreen, Esq. CEU Awarded: 1.0 CE/MCLE Trust Presented Date: 05/03/2019 About the Course When financial and healthcare decisions lead to conflict between and among elderly parents and their children, the decision to initiate ligation is […]
SNT Trust Administration For The Mentally Ill Beneficiary
Cost: $75 PFAC Member – $100 Non-Member Speaker: Meredith Taylor, CLPF CEU Awarded: 1.5 Trusts Presented Date: 05/03/2019 About the Course Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake. The beneficiary may not cooperate, can be verbally abusive, or even […]