In 2020 the California Probate Referee’s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide.

Through interactive case studies, this panel demonstrates how Professional Fiduciaries can team up with an Aging Life Care Manager and trusted counsel to develop solutions to tricky family situations.

Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, and cultural values.

Learn about entities from two points (1) how to administer an entity as part of an estate/trust; and (2) entity choices when establishing a fiduciary business and their tax treatment/advantages.

Judith Pearson Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.

This program will review California’s recently enacted version of the Uniform Trust Decanting Act.