Archives: Fid. Academy Courses
Shifting to Neutral – The change in the courts view on Trustees Remaining unbiased in light of the Breslin v. Breslin and Zahnleuter v. Mueller
A trustee, even one that has no person interest in a trust, can no longer take a position that favors one potential beneficiary’s interest over another’s. In the wake of Breslin v. Breslin (2021) 62 Cal.App.5th 801, where the trustee avoided any liability through taking a neutral position, Zahnleuter v. Mueller (Filed February 9, 2023; […]
Creditors Claims in Probates and Trusts
Creditors [claims] both in the context of a probate estate and a trust. Timing for giving notice in a probate, requirement to search for creditors, benefits to giving notice to a potential creditor, statute of limitations, what to do about late filed claims, and also discuss creditors in a trust including what benefit there might […]
How to deal with difficult people – a Judicial Perspective
“Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court. In his legal career he was a trial attorney in private practice for 32 years before his appointment to the Orange County Bench in 2009. He served 5 years in family court and is currently assigned to the probate […]
Problem Trust Property Tenants
Dealing with troublesome tenants, especially when they are family members, can be a challenge. This presentation will provide you with not only the various legal remedies and procedures available but will provide you with alternative remedies that do not involve court intervention.
Needs-Based Public Benefits & Special Needs Trusts
Attorney Sternfeld will present new 2023 changes in needs-based public benefits and how those changes affect the Special Needs Trust.
Accounting Non-Grantor Trust
What standard applies to determine income vs principal? California Uniform Principal and Income Act Allocating Receipt Allocating Disbursements Trustee Discretion to Reallocate Income and Principal Calculating net distributable income.
Professional Fiduciary Practice Administrators
This presentation will introduce us to “Professional Fiduciary Practice Administrators” as now defined by Probate Code Sections 2469 and 9765 which codifies SB 1024 which is legislation, sponsored by PFAC, that was signed into law in 2022. The presentation will cover how a Professional Fiduciary can nominate a Professional Fiduciary Practice Administrator, the process for […]
PFAC Legislative Update – May 2023
PFAC’s Legislative Committee’s mission is, as part of the State Legislative process, to represent and advocate for the best interests of professional fiduciaries and to provide reports to PFAC members regarding the committee’s legislative efforts. The committee’s purview is limited to proposed legislation which directly relates to professional fiduciary licensing or the various capacities in […]
What every Fiduciary should know about Anosognosia
In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more. Session 1: Shadi Gholizadeh, PhD, MSc, MPH, CMC Director of Memory Care Programs, TheKey (10am-10:30am) Objective 1: Define and discuss anosognosia;Objective 2: Define and discuss confabulation;Objective 3: Discuss the relationship […]
To Be Or Not To Be Guardian or Conservator
AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”