Archives: Fid. Academy Courses
Cultural Considerations in Funeral/Burial Planning
This is an informative discussion on Funeral/Burial planning that is unique to different to every culture and religious tradition.
Real Property Issues in Estate Administration
Christina Lewis, Esq., will discuss a variety of issues that arise when administering an Estate that holds real property, and share a few “war stories” about these challenges.
IRA and 401K Ever Changing Rules
IRA and 401K Rules are changing. What you need to know.
A Fiduciary’s Guide to the Seismic Shift In Real Estate
This presentation will discuss the new Proposition 19 in CA as well as Landlord/Tenant Issues and of course COVID-19. How will the Volatility of the new normal in Real Estate affect Fiduciaries?
IRA Rules and Strategies Every Fiduciary Must Know!
Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies. Failure to do so can cause large tax losses. Are you up for the task? This course will examine common beneficiary designations and which ones to avoid. The rules concerning required minimum distribution rules will be reviewed. And, […]
Confessions of Succession with Q & A
Learning Objectives will have a focus on reality vs theoretical. This presentation will include: Developing a succession plan, Putting together a team and resources, Providing continuity for clients and staff, Monetizing, financial value of business and secure income and Finding a successor and develop a win-win for the retiree and the successor.
Tax Issues for Fiduciaries & Trust Language to Consider
Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are important, Trustee, Executor or Administrator’s […]
Practical Issues Facing Fiduciaries
Scott will be providing answers and best practices suggestions to issues such as when and how can a fiduciary, serving as Guardian, Conservator, Personal Representative or Trustee delegate their duties? What exactly is Adult Protective Services role and authority? Are Professional Fiduciaries mandated reporters? Can a Professional Fiduciary terminate their attorney’s representation? And if so, […]
Surety Bond Problems and Solutions
J.D. Strong of Bond Services of California will be presenting “Surety Bonds Problems and Solutions”.
Guardians Of The (Trust) Galaxy: Trust Protectors Defined, Explained and Explored
Along with answering the question of “what is a trust protector?,” this presentation will provide insight into common use cases for a trust protector, best practices when acting as a trust protector, and potential liability of a trust protector. Withers attorneys, Jenny Bratt and Matthew Owens, will also discuss compensation for the trust protector and […]