Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to defend yourself when beneficiaries are coming after you. Even if you do it “right” you may find yourself needing this information.We will cover the legal steps in raising an […]
Participants will gain a better understanding of the critical components of a neuropsych exam by answering several questions: What are the domains of cognitive functioning included in an exam; how is data used for diagnosis and treatment planning; how can this information help patients and families; what is the difference between a clinical and medical/legal […]
With gray divorce (divorce defined after the age of 40 years or more) on the rise, it becomes more and more likely that a death may occur during, or soon after a divorce is finalized. This means that as a fiduciary, you need to be prepared with what to do if this happens with one […]
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage data security in the operations of a fiduciary practice.
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. The “gray area” of client best interest has come under heated debate from parties who would advocate against standard Conservatorship practices as well against CA Licensed Fiduciaries. Codified Probate Court procedures and accountings can offer […]
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 have greater insight into and respect for the person’s culture, religion, gender, sexual orientation, ethnicity, etc. Attendees will learn how to do an ethnographic […]
Let’s face it, there are people and topics that at some point are just off limits. You just can’t do it or them right now. Even worse, often it is a difficult topic that you have to bring up with a difficult person. What if you could engage in these conversations with more confidence, humor, […]
This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan. For example, what should the fiduciary do when the person named in the beneficiary designation form for a pay-on-death account is different than the beneficiaries named under the decedent’s will or […]
Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality? What about attorneys who refer you cases and who may owe duties to you and to others? This is the course for identifying and […]