Archives: Fid. Academy Courses
The Neuropsychological Approach to Capacity: A Deeper Dive
Dr. Jonathan Canick, Ph.D., will be presenting educational information to help fiduciaries more deeply understand the neuropsychological capacity approach. Objectives include: Provide insight into what neuropsychologists do according to their professional credentials and training when conducting a capacity evaluation under Probate Code 811 and when making a diagnosis. Help fiduciaries gain clarity about the benefit […]
The Law, Ethics, And Practicalities Of The Private Professional Fiduciary As Petitioner
This presentation analyzes the legal guidelines and parameters of the Private Professional Fiduciary taking on the role as Petitioner in Conservatorship, Guardianship, Decedent Estates, and Trusts. In addition to the law, the discussion includes an analysis of the ethics rules applicable to fiduciaries and their attorneys when the fiduciary acts as the Petitioner. The law […]
The Employment Law Issues Trustees, Conservators, and Other Fiduciaries Face
Review of California labor law and common pitfalls to avoid as a fiduciary.
The Bare Necessities: Medicare, Medi-Cal, Social Security and VA
Many of your clients may need additional help beyond what their resources can provide. It is the job of the private professional fiduciary to “Look for the Bare Necessities, the Simple Bare Necessities” and ensure that all available benefits are being received. Many cases where fiduciaries are involved have significant or adequate resources. Some cases […]
The ABLE Act: What You Need to Know
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence. They will discuss how the Able Act works, restrictions and rules. They will provide examples of how beneficiaries who are on government benefits can use funds from both an Able Account and a Special Needs Trust […]
The (Not So) Dumb Questions You are Too Scared to Ask
This is a panel presentation by an attorney, private professional fiduciary and certified public accountant. This presentation will cover the basics of setting up a client file, to picking the right team to assist you, as well as will answer questions about what most private professional fiduciaries think they should already know, or have questions […]
Tax Returns and Records Retention for Fiduciaries
This course will teach you about Tax Returns and Records Retention for Fiduciaries.
Introduction to Trusts and Trust Management
This presentation covers the steps of the trust administration process:Notification and marshaling assetsInventory and appraisalAllocation or distributionUnderstand the duties and responsibilities in being the successor trustee.
Interplay Between Business Entities and Fiduciary Trustees
The ins and outs a Fiduciary will encounter when administering assets that involve different business entities. The presentation will cover a view from the bench, in addition to private counsel’s views on Fiduciary Trustee’s many duties to the beneficiaries, the court and other business entity structures as it pertains to the scope of neutrality, standard […]
Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages – Legal, Tax & Financial Implications & Opportunities
This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients in or approaching retirement age. With the rapid increase in the number of retirees and the significance of wealth in home equity, professional advisors often […]