Archives: Fid. Academy Courses
Breslin VS Breslin (fa149)
This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations and include a discussion of real-world examples of successful and unsuccessful applications of these principles. Breslin v. Breslin (2021) 62 Cal.App.5th 801 –New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and […]
Mental Health and the Holidays
Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability
The Critical Role of Caregiving Technology
Ms. Symonds will present and explain the importance of modern technological devices that can be lifesaving when locating a wandering client.
The Accidental Mediator
Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.
Sonoma County Clerk Covenants and New Year Rule Changes
Presentation by the County Clerk regarding the 2022 Changes
How To Protect Your Estate/Conservatorship in the Real Estate Sale Now that the Probate Purchase Agreement Has Been Eliminated
In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated. Overview of the new Real Estate Purchase Agreement effective 12/14/21. Highlights of the steps needed to cure the omissions that don’t protect the Estate or Conservatorship in the new contract. The 13 recommended […]
Elder Abuse and the Criminal Justice System
Contra Costa County Deputy District Attorney Mary Knox will provide an overview of investigative and charging processes for elder abuse crimes in Contra Costa County. Ms. Know will highlight her office’s elder abuse investigative and prevention system.
Developing A Plan to Work With Clients Who Have Mental Illness
As fiduciaries, we work every day with clients with mental illnesses and mental disorders. Our clients can be difficult or downright impossible to work with at times. This webinar will educate us more fully about mental illness and teach us strategies for working with the different diagnoses. Ms. Thompson will discuss communication styles, boundary setting […]
AB 1194 – Burden on Conservators
Peter Stern will review the legislation relating to conservators, the courts and private professional conservators.
Effective Fee Request – A Judicial Perspective
Insights into the Court perspective on criteria for fee requests and what the court considers and finds persuasive when considering a fee request.