Archives: Fid. Academy Courses
Private Fiduciary Guide to Administering A California Needs Trust
Financial planning can be complex, but when a family has a loved one with special needs it can be even more complicated. The special needs financial planner requires additional skills, knowledge, and empathy to advise families that include a loved one with special needs. The special needs planner also needs to understand the planning challenges […]
Fiduciary And Attorney Fee Declarations
A course giving at the 2023 PFAC Conference.
Successor Trustee Issues: Taking Over A Disaster
Accepting appointment as successor trustee or fiduciary comes with its own unique set of challenges. Difficulties ranging from prior and future accounting complications, investment considerations, beneficiary expectations, public benefits issues, and tax filings (among other issues) can derail proper administration from the onset of a relationship and may expose a successor trustee to heightened liability. […]
Evaluating And Defending Challenging Special Needs Trust Disbursement Requests
This program describes how to evaluate and defend a trustee’s decisions on Special Needs Trust distributions. A professional fiduciary will face difficult decisions when a beneficiary seeks disbursement for something that may be challenged by the Social Security Administration (SSA), a Probate Judge, the Department of Health Care Services (DHCS), other family members, or some […]
When It Hits The Fan: Consequences For Breaching Fiduciary Duties, And How To Avoid Doing It
“For every wrong there is a remedy” When a conservatee or beneficiary asserts a legal claim against a fiduciary, it will be based on a wrong they have purportedly suffered. The court’s analysis of that claim will always involve certain steps: What duties, if any, does the fiduciary owe to the complaining person? Was there […]
PPF’s In Court – The Judges Perspective
Hon. Judge Sandra Bean, Hon. Judge Ana Maria Luna and Hon. Judge Glen Reiser (Ret.) present case scenarios to appreciate the viewpoints of trial judges as private professional fiduciary matters proceed before them. Specific topics include:1- Appointment of a PPF on a pending conservatorship estate, but what about the accompanying asset-rich trust with an arguably […]
Working with Asian American Clients
This course will be very informative on how to understand and work with Asian American Clients.
Pre Intensive A – An Accounting Preparation Primer AND the Court’s View of the Perfect Accounting PFAC Conference 2023
This course was taught at the PFAC Conference 2023 and was a part of the Pre-Conference Intensive A. This course was taught by Hon. Judge Roger Lund, Ventura County Superior Court, Kelly Berlingeri Esq., Ventura County Superior Court and Paul Bartschi, Merrill Lynch Special Needs Team.
Hiring and Working with Caregivers: Risks, Liabilities and Solutions – fa167
This session will help people in the circle of care understand the employment risks they and their clients take when they bring someone into the home to care for the elderly or disabled. We will discuss ways to minimize the risk to you and your clients and identify the key areas you need to know […]
Cultural Awareness “A Panelist Discussion”
Our continued dialogue on how professional fiduciaries can best understand and serve our diverse communities