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PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
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Publications
Creditors Claims in Probates and Trusts
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Creditors [claims] both in the context of a probate estate and a trust.
Meredith Alcock
Member Price:
$50
Non-Member Price:
$70
CE
/
MCLE
Awarded:
1.0
Presented Date:
July 12, 2023
Learn More
How to deal with difficult people – a Judicial Persective
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Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court.
Hon. Judge David L. Belz
Member Price:
$50
Non-Member Price:
$70
CE
/
MCLE
Awarded:
1.0
Presented Date:
June 20, 2023
Learn More
Problem Trust Property Tenants
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Dealing with troublesome tenants, especially when they are family members, can be a challenge.
Mark D. Feinberg
Todd Stevens, Esq.
Member Price:
$50
Non-Member Price:
$70
CE
/
MCLE
Awarded:
1.0
Presented Date:
March 8, 2023
Learn More
Needs-Based Public Benefits & Special Needs Trusts
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Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.
Attorney Janice Sternfeld
Member Price:
$50
Non-Member Price:
$70
CE
/
MCLE
Awarded:
1.0
Presented Date:
January 6, 2023
Learn More
Accounting Non-Grantor Trust
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What standard applies to determine income vs principal?
DeEtte L. Loeffler, Esq
Member Price:
$50
Non-Member Price:
$70
CE
Awarded:
1.0
Presented Date:
August 4, 2022
Learn More
Professional Fiduciary Practice Administrators
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This presentation will introduce us to “Professional Fiduciary Practice Administrators”
Ralph Hughes, Esq.
Anne Rudolph, Esq.
Member Price:
$50
Non-Member Price:
$70
CE
Awarded:
1.0
Presented Date:
April 12, 2022
Learn More
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Meredith Alcock
Mark D. Feinberg
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Jerry Desmond
Shadi Gholizadeh
Lise McCarthy
Paula Marks
Barney Nelson
Marilyn Kriebel
Eric Hirschberg
Shelley Symonds
Dana Curtis
Deva Marie Proto
Danielle Diebert, Esq.
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Mina Sirkin
Ms. Mary Knox
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Peter Stern, Esq.
Hon. Judge David L. Belz
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Ryan E Abernethy, Esq.
Frank Acuna, Esq.
Vincent Amazona, LVN, Nurse Advisor, Care Indeed
Daniel Ansel
Dr. Mehrdad Ayati, MD
Philip Barbaro, Esq.
Robert Barton
Yevgeny Belous, Esq.
Leslie Blozan, Esq.
Norine Boehmer
Susan Brooksbank, MBA, MSEE, BSME
James Brown, Esq.
Stephen Brownell, CPA
Dr. Jonathan Canick
Choi Chio, OTD, MSOT, OTR/L, PAM
Caitlin Cogan
Judith Copeland, Esq.
Edward J. Corey Jr.
Hon. Judge David J. Cowan
Brad Dela Cruz
Stephen W. Dale, Esq.
Kelly E. Dankbar, Esq.
Merrianne E. Dean, Esq.
Mary K. deLeo, Esq.
Andrew de Vries, MBA
Liza de Vries, Esq.
Robert Earnest
Loren Emmanuel
Dr. Teo Ernst
Pablo Federico
Professor Roberta K. Flowers, esq.
Eric J. Freitag, PsyD., FACPN
Patti Gerkei
Ashley Glazewski, Esq.
Monica Goel, Esq.
Daniel Gold, Esq.
Karen Goodman
Teresa Gorman, Esq.
Paul Greenwood, Esq.
Ron Greenwald
Karman Guadagni, Esq
Martin Harris
Ricsie Hernandez, Esq.
Lawrence D. Hilton, Esq.
Steven Hoch
Betty Homer, Esq.
Judge Mary Thornton House
Ralph Hughes, Esq.
Jim Huyck – Huyck Consulting
Paul Hynes
Aaron Jacobs
Tamila C. Jensen, Esq.
Andrew Jones, Esq.
Natalie Keam
Hon. Judge Julia Craig Kelety
David Kim, Esq.
Viki Kind, M.A.
Ann Koerner, RN, BSN, CRRN
Patrick A. Kohlmann, Esq.
Jeremy L. Lau, CFA, CFP
Francine Lee, LL.M
Don Ludwig
Russ Marshall, NMG, CLPF
Jeff Marvan, Esq.
Anna McCarthy
Scott McDonald
Kimberly McGhee, Esq.
Carolyn Michaelis
Ron Miller
David Minton, Esq.
Megan A. Moghtaderi
Rebecca Montano, PhD
Robert E. Nuddleman, Esq.
Matthew Owens, Esq.
Nathan Pastor, Esq.
Steven Paull
Judith Pearson
Hon. Judge Brenda Penny
Jessica Pettitt, M.Ed., CSP
Ryan Ponsford
Tracy Regli, Esq.
Lisa Rehburg
Hon. Judge Glen M. Reiser (Ret.)
Gary D. Rothstein, Esq.
Anne Rudolph, Esq.
Kim Schwarcz, CLPF
Victor Segovia, Esq.
Brenda Shorkend
Hon. Judge James Steele (Ret.)
Jennifer L. Steneberg, Esq
Todd Stevens, Esq.
Kai Stinchcombe
Judge Maria Stratton
Leslie Yarnes Sugai, Esq.
Meredith Taylor, MFT, CLPF
Vivian L. Thoreen, Esq.
Christopher Toews, Esq.
Nancy Valentine
Susan Valoff
Peter J. Wall
Lauriann Wright, Esq.
Deena Zacharin, Esq.
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