Finance Certificate Education Program Curriculum

Curriculum

Ethical Business Practices

Phillips Bonding & Insurance Agency, Inc. How to get bonded. (This can be found on the PFAC homepage under the Nuggets of Knowledge.)

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Cultural Diversity And Ethics

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 interview, how diversity within and across cultures affects decision making, and how our own perspective may be influencing our practice.

Viki Kind, M.A. – Kind Ethics

Viki Kind is a clinical bioethicist, professional speaker and hospice volunteer. Her award-winning book, The Caregiver’s Path to Compassionate Decision Making: Making Choices For Those Who Can’t, guides families and professionals who are making decisions for those who have lost capacity. Viki is known as “The People’s Bioethicist,” because she is a rare individual who bridges two worlds, that of the health care professional and of the family struggling to make the right decision. She is an honorary board member of the Well Spouse Association and has been a caregiver for many years for six members of her family.

To satisfy this section, you can take one of two courses.

1) Don’t get Bit by the Ethics Rattlesnake
2) Conflicts of Interest: What You (And Your Clients) Need To Know

Conflicts of Interest: What You (And Your Clients) Need to Know!

About Frank Acuna, Esq.

Frank R. Acuña is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

About Tracy Regli, Esq.

Tracy S. Regli is a founding partner of Acuna & Regli, LLP. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust, negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating disputes for her clients.

About the Session

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 handling conflicts of interest and avoiding lawsuits! We will examine common conflict of interest situations and how to resolve them (including conflicts of interest created by your attorney!). We will also provide checklists for fiduciaries to use when they first take cases to determine whether they are safe from actual or potential conflicts of interest.

Billing and Petitions for Fees

About Aaron Jacobs

Aaron N. Jacobs is a California licensed professional fiduciary and owner of Sentry Services. Aaron specializes in assisting his clients as trustee, successor trustee, conservator, power of attorney, and guardian, as needed. Aaron has degrees in business and economics. He is co-president of the San Gabriel Valley chapter of the Professional Fiduciaries Association of California. He has built his reputation in Pasadena and throughout Southern California through caring, discrete work with families in need of a trusted agent to act on their behalf.

About Jeff Marvan

MarvanLaw, A.P.C. was formed in 2006 by Jeff Marvan. It is a boutique firm focused on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries. Jeff taught Wills and Trusts at Glendale University College of Law for two years. He presented numerous MCLEs including the LACBA Brown Bag lunches, a special MCLE with Judge Cowan on Limited Conservatorships, and presentations for the SBBA, SFBA, and PFAC.

About the Session

A comprehensive program regarding billing practices and procedures for professional fiduciaries. The presentation sets forth the relevant legal elements for proper billing along with some helpful hints for streamlining and maximizing your billable time. We will, additionally, cover how to get your fees approved by the Court when court authority is required. This program covers both percentage billing and hourly billing.

Fiduciary Neutrality Part 1

About Yevgeny (Eugene) Belous, Esq.

Yevgeny L. Belous was born in 1983 in Kiev, Ukraine. He is fluent in Russian and graduated in 2005 from the University of California Santa Cruz, majoring in Economics and Business Management. Mr. Belous completed his J.D. from Thomas Cooley Law School in 2009 and was admitted to the State Bar if California in 2009. In law school, he was a senior intern at the Sixty Plus Elder Law Clinic, which exposed him to a wide variety of legal issues facing the elderly. Since becoming an attorney, he has continued upon this path practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, and probate litigation.

About Hon. Judge David J. Cowan

Judge Cowan was appointed by Governor Jerry Brown in June, 2014. He is Supervising Judge, Probate & Mental Health Depts. Stanley Mosk Courthouse in Los Angeles. Elected by Central District judges as Member, LASC Executive Committee, 2016.

About Norine Boehmer

Ms. Boehmer has been in practice over 15 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 t 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. Ms. Boehmer, who is also a licensed tax preparer, has owned and operated Norine Boehmer Management, Inc. since 2990.

About Lauriann Wright, Esq.

Lauriann Wright is an experienced probate litigator and estate planner located in Glendale California. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and probate estates, throughout Los Angeles, Orange and Riverside Counties. She has been named as a Southern California Super Lawyer in Trust and Estate Litigation for five consecutive years, from 2012 through 2016. For 2016, she is also listed as one of “The Best Lawyers in America” in Litigation by Best Lawyers. She was recently named as a member of the National Advocates: Top 100 of Wills, Trusts and Estates Lawyers.

Session Description

The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances. The perception of neutrality of a professional fiduciary can be very important to the effectiveness of that fiduciary in solving contested in a case. The Honorable David J. Cowan, the Supervising Probate Judge of the Los Angeles Superior Court, will provide his own unique perspective on judicial expectations for fiduciary neutrality, as well as other expert panelists.

Fiduciary Neutrality Part 1

About Yevgeny (Eugene) Belous, Esq.

Yevgeny L. Belous was born in 1983 in Kiev, Ukraine. He is fluent in Russian and graduated in 2005 from the University of California Santa Cruz, majoring in Economics and Business Management. Mr. Belous completed his J.D. from Thomas Cooley Law School in 2009 and was admitted to the State Bar if California in 2009. In law school, he was a senior intern at the Sixty Plus Elder Law Clinic, which exposed him to a wide variety of legal issues facing the elderly. Since becoming an attorney, he has continued upon this path practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, and probate litigation.

About Hon. Judge David J. Cowan

Judge Cowan was appointed by Governor Jerry Brown in June, 2014. He is Supervising Judge, Probate & Mental Health Depts. Stanley Mosk Courthouse in Los Angeles. Elected by Central District judges as Member, LASC Executive Committee, 2016.

About Norine Boehmer

Ms. Boehmer has been in practice over 15 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 t 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. Ms. Boehmer, who is also a licensed tax preparer, has owned and operated Norine Boehmer Management, Inc. since 2990.

About Lauriann Wright, Esq.

Lauriann Wright is an experienced probate litigator and estate planner located in Glendale California. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and probate estates, throughout Los Angeles, Orange and Riverside Counties. She has been named as a Southern California Super Lawyer in Trust and Estate Litigation for five consecutive years, from 2012 through 2016. For 2016, she is also listed as one of “The Best Lawyers in America” in Litigation by Best Lawyers. She was recently named as a member of the National Advocates: Top 100 of Wills, Trusts and Estates Lawyers.

Session Description

The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances. The perception of neutrality of a professional fiduciary can be very important to the effectiveness of that fiduciary in solving contested in a case. The Honorable David J. Cowan, the Supervising Probate Judge of the Los Angeles Superior Court, will provide his own unique perspective on judicial expectations for fiduciary neutrality, as well as other expert panelists.

Trust Management

There are three courses that would satisfy this section, but you only need to pick one. 

1) Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
2) Financial Standard of Care: With a Focus on Ethics
3) Introduction to Trusts and Trust Management

Introduction to Trusts and Trust Management

This presentation covers the steps of the trust administration process:

  • Notification and marshaling assets
  • Inventory and appraisal
  • Allocation or distribution
  • Understand the duties and responsibilities in being the successor trustee.
Monica Goel, Esq. has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

Tax Returns and Records Retention for Fiduciaries

This course will teach you about Tax Returns and Records Retention for Fiduciaries.

About Frank R. Acuna, Esq.

Frank R. Acuna is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

Tax Returns and Records Retention for Fiduciaries

This course will teach you about Tax Returns and Records Retention for Fiduciaries.

About Frank R. Acuna, Esq.

Frank R. Acuna is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

Personal Property Management

Probate Administration – Soup to Nuts

Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone marking your progress as executor or administrator through the probate process and the tasks which must be completed to reach each one.

About Merrianne E. Dean

Merrianne E. Dean, Esq. has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. Her work also includes representing executors and trustees in the administration of trust, probate estates, and conservatorships. Ms. Dean was admitted to the State Bar of California in 1994 and has practiced in the area of Trust & Estates since 1997. Ms. Dean is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Dean has been a member of the San Diego Probate Bench Bar Committee since 2004 and has served as a court-appointed attorney in conservatorship matters for more than 15 years. She has also served as a pro tem judge in the Probate Branch of the San Diego Superior Court for more than six years. During her career as an attorney Ms. Dean has achieved a peer review rating from Martindale-Hubbell of AV Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence.

Probate Administration – Soup to Nuts

Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone marking your progress as executor or administrator through the probate process and the tasks which must be completed to reach each one.

About Merrianne E. Dean

Merrianne E. Dean, Esq. has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. Her work also includes representing executors and trustees in the administration of trust, probate estates, and conservatorships. Ms. Dean was admitted to the State Bar of California in 1994 and has practiced in the area of Trust & Estates since 1997. Ms. Dean is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Dean has been a member of the San Diego Probate Bench Bar Committee since 2004 and has served as a court-appointed attorney in conservatorship matters for more than 15 years. She has also served as a pro tem judge in the Probate Branch of the San Diego Superior Court for more than six years. During her career as an attorney Ms. Dean has achieved a peer review rating from Martindale-Hubbell of AV Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence.

Probate Administration – Soup to Nuts

Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone marking your progress as executor or administrator through the probate process and the tasks which must be completed to reach each one.

About Merrianne E. Dean

Merrianne E. Dean, Esq. has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. Her work also includes representing executors and trustees in the administration of trust, probate estates, and conservatorships. Ms. Dean was admitted to the State Bar of California in 1994 and has practiced in the area of Trust & Estates since 1997. Ms. Dean is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Dean has been a member of the San Diego Probate Bench Bar Committee since 2004 and has served as a court-appointed attorney in conservatorship matters for more than 15 years. She has also served as a pro tem judge in the Probate Branch of the San Diego Superior Court for more than six years. During her career as an attorney Ms. Dean has achieved a peer review rating from Martindale-Hubbell of AV Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence.

Probate Administration – Soup to Nuts

Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone marking your progress as executor or administrator through the probate process and the tasks which must be completed to reach each one.

About Merrianne E. Dean

Merrianne E. Dean, Esq. has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. Her work also includes representing executors and trustees in the administration of trust, probate estates, and conservatorships. Ms. Dean was admitted to the State Bar of California in 1994 and has practiced in the area of Trust & Estates since 1997. Ms. Dean is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Dean has been a member of the San Diego Probate Bench Bar Committee since 2004 and has served as a court-appointed attorney in conservatorship matters for more than 15 years. She has also served as a pro tem judge in the Probate Branch of the San Diego Superior Court for more than six years. During her career as an attorney Ms. Dean has achieved a peer review rating from Martindale-Hubbell of AV Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence.

Real Property Management

400 – Real Property Management

Knowledge and application of best practices and fiduciary responsibilities in managing the real property of an individual.

The role of the fiduciary is to maintain and maximize the value of any real estate owned by the Client. The real estate asset is there for the benefit of the Client, as needed, whether for its rental income, or for the equity in the asset.

 

400 – Real Property Management

Knowledge and application of best practices and fiduciary responsibilities in managing the real property of an individual.

The role of the fiduciary is to maintain and maximize the value of any real estate owned by the Client. The real estate asset is there for the benefit of the Client, as needed, whether for its rental income, or for the equity in the asset.

This education is currently only being offered through the Finance Certificate Education Program. 

This education is currently only being offered through the Finance Certificate Education Program. 

Acqiring/Maintaining Benefits

There are currently two courses that you can take to satisfy this section. Please only take one. 

1) The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

2) Navigating the Regional Center System

Navigating the Regional Center System

Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for both programs. The Individual Program Planning process will be explained and how services are agreed to and authorized by the Regional Center. The various services which the Regional Center can provide will be detailed. The current fees that parents can be charges will be explained. The process of Institutionally Deeming children, who would otherwise not be eligible for MediCal, onto MediCal through the MediCaid Waiver process, will be explained. Also explained will be the process for appealing any denial of requested services. Of great interest to the audience will be whether the Regional Centers require that Special Needs Trust pay for services rather than the Regional Center paying for the services.

Jim Huyck – Huyck Consulting

Jim Huyck has over 40 years of experience working with people with disabilities, primarily those with Developmental Disabilities. He began his career as a Senior Rehabilitation Counselor with the California Department of Rehabilitation, working with Regional Center clients. After 5 years, he was hired by the San Diego Community College District as a Counselor for the “Limited Learners” (Regional Center clients). He was promoted to Associate Dean of Special Education at the San Diego Community College District where he served until he was recruited to Sacramento by the California Community College Chancellor’s Office where he launched the Statewide Foundation for the California Community Colleges. During his tenure there he was successful in obtaining grants and contracts totaling over $17 million per year including funding from Apple and IBM to establish High Tech Centers for the Disabled at Community Colleges Statewide. In 1995 he was hired as the Executive Director of Alta California Regional Center where he served for 10 years, managing a staff of over 300 employees and an annual budget of $175 million. For the past 12 years he has been consulting and advocating for individuals with disabilities and their families to assist in accessing public benefits including Regional Center, SSI, SSDI, MediCal, IHSS, Special Education, CCS etc. In particular he works closely with attorneys and Trustees as a Consultant regarding Special Needs Trust.

Navigating the Regional Center System

Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for both programs. The Individual Program Planning process will be explained and how services are agreed to and authorized by the Regional Center. The various services which the Regional Center can provide will be detailed. The current fees that parents can be charges will be explained. The process of Institutionally Deeming children, who would otherwise not be eligible for MediCal, onto MediCal through the MediCaid Waiver process, will be explained. Also explained will be the process for appealing any denial of requested services. Of great interest to the audience will be whether the Regional Centers require that Special Needs Trust pay for services rather than the Regional Center paying for the services.

Jim Huyck – Huyck Consulting

Jim Huyck has over 40 years of experience working with people with disabilities, primarily those with Developmental Disabilities. He began his career as a Senior Rehabilitation Counselor with the California Department of Rehabilitation, working with Regional Center clients. After 5 years, he was hired by the San Diego Community College District as a Counselor for the “Limited Learners” (Regional Center clients). He was promoted to Associate Dean of Special Education at the San Diego Community College District where he served until he was recruited to Sacramento by the California Community College Chancellor’s Office where he launched the Statewide Foundation for the California Community Colleges. During his tenure there he was successful in obtaining grants and contracts totaling over $17 million per year including funding from Apple and IBM to establish High Tech Centers for the Disabled at Community Colleges Statewide. In 1995 he was hired as the Executive Director of Alta California Regional Center where he served for 10 years, managing a staff of over 300 employees and an annual budget of $175 million. For the past 12 years he has been consulting and advocating for individuals with disabilities and their families to assist in accessing public benefits including Regional Center, SSI, SSDI, MediCal, IHSS, Special Education, CCS etc. In particular he works closely with attorneys and Trustees as a Consultant regarding Special Needs Trust.

Navigating the Regional Center System

Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for both programs. The Individual Program Planning process will be explained and how services are agreed to and authorized by the Regional Center. The various services which the Regional Center can provide will be detailed. The current fees that parents can be charges will be explained. The process of Institutionally Deeming children, who would otherwise not be eligible for MediCal, onto MediCal through the MediCaid Waiver process, will be explained. Also explained will be the process for appealing any denial of requested services. Of great interest to the audience will be whether the Regional Centers require that Special Needs Trust pay for services rather than the Regional Center paying for the services.

Jim Huyck – Huyck Consulting

Jim Huyck has over 40 years of experience working with people with disabilities, primarily those with Developmental Disabilities. He began his career as a Senior Rehabilitation Counselor with the California Department of Rehabilitation, working with Regional Center clients. After 5 years, he was hired by the San Diego Community College District as a Counselor for the “Limited Learners” (Regional Center clients). He was promoted to Associate Dean of Special Education at the San Diego Community College District where he served until he was recruited to Sacramento by the California Community College Chancellor’s Office where he launched the Statewide Foundation for the California Community Colleges. During his tenure there he was successful in obtaining grants and contracts totaling over $17 million per year including funding from Apple and IBM to establish High Tech Centers for the Disabled at Community Colleges Statewide. In 1995 he was hired as the Executive Director of Alta California Regional Center where he served for 10 years, managing a staff of over 300 employees and an annual budget of $175 million. For the past 12 years he has been consulting and advocating for individuals with disabilities and their families to assist in accessing public benefits including Regional Center, SSI, SSDI, MediCal, IHSS, Special Education, CCS etc. In particular he works closely with attorneys and Trustees as a Consultant regarding Special Needs Trust.

Navigating the Regional Center System

Jim Huyck, former Executive Director of Alta California Regional Center, will present on Navigating the Regional Center system. This will include the history and creation of the Regional Centers including how parents paid a key role in their establishment. Jim will explain the two programs that the Regional Centers administer and the eligibility criteria for both programs. The Individual Program Planning process will be explained and how services are agreed to and authorized by the Regional Center. The various services which the Regional Center can provide will be detailed. The current fees that parents can be charges will be explained. The process of Institutionally Deeming children, who would otherwise not be eligible for MediCal, onto MediCal through the MediCaid Waiver process, will be explained. Also explained will be the process for appealing any denial of requested services. Of great interest to the audience will be whether the Regional Centers require that Special Needs Trust pay for services rather than the Regional Center paying for the services.

Jim Huyck – Huyck Consulting

Jim Huyck has over 40 years of experience working with people with disabilities, primarily those with Developmental Disabilities. He began his career as a Senior Rehabilitation Counselor with the California Department of Rehabilitation, working with Regional Center clients. After 5 years, he was hired by the San Diego Community College District as a Counselor for the “Limited Learners” (Regional Center clients). He was promoted to Associate Dean of Special Education at the San Diego Community College District where he served until he was recruited to Sacramento by the California Community College Chancellor’s Office where he launched the Statewide Foundation for the California Community Colleges. During his tenure there he was successful in obtaining grants and contracts totaling over $17 million per year including funding from Apple and IBM to establish High Tech Centers for the Disabled at Community Colleges Statewide. In 1995 he was hired as the Executive Director of Alta California Regional Center where he served for 10 years, managing a staff of over 300 employees and an annual budget of $175 million. For the past 12 years he has been consulting and advocating for individuals with disabilities and their families to assist in accessing public benefits including Regional Center, SSI, SSDI, MediCal, IHSS, Special Education, CCS etc. In particular he works closely with attorneys and Trustees as a Consultant regarding Special Needs Trust.

There are currently two courses that you can take to satisfy this section. Please only take one. 

1) The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

2) Navigating the Regional Center System

Financial Management

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney, and Guardianships

This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.

About Jeff Marvan

Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.

From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is a on the LACBA Trust and Estate’s Executive Committee and is currently responsible for assisting in the education of Court Appointed Counsel. Jeff was awarded the Super Lawyer designation for 2020.

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney, and Guardianships

This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.

About Jeff Marvan

Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.

From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is a on the LACBA Trust and Estate’s Executive Committee and is currently responsible for assisting in the education of Court Appointed Counsel. Jeff was awarded the Super Lawyer designation for 2020.

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney, and Guardianships

This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.

About Jeff Marvan

Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.

From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is a on the LACBA Trust and Estate’s Executive Committee and is currently responsible for assisting in the education of Court Appointed Counsel. Jeff was awarded the Super Lawyer designation for 2020.

Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney, and Guardianships

This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.

About Jeff Marvan

Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.

From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is a on the LACBA Trust and Estate’s Executive Committee and is currently responsible for assisting in the education of Court Appointed Counsel. Jeff was awarded the Super Lawyer designation for 2020.

Introduction to Trusts and Trust Management

This presentation covers the steps of the trust administration process:

  • Notification and marshaling assets
  • Inventory and appraisal
  • Allocation or distribution
  • Understand the duties and responsibilities in being the successor trustee.

Monica Goel, Esq. has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

The course to satisfy this section, is currently only being offered in a live format, when you purchase the full Finance Certificate Education Program.

Introduction to Trusts and Trust Management

This presentation covers the steps of the trust administration process:

  • Notification and marshaling assets
  • Inventory and appraisal
  • Allocation or distribution
  • Understand the duties and responsibilities in being the successor trustee.

Monica Goel, Esq. has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.

Investment Management

Prudent Investment Principles and Portfolio Review 

This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised and how these issues may be remedied.

Jeremy L. Lau, CFA, CFP serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Prudent Investment Principles and Portfolio Review 

This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised and how these issues may be remedied.

Jeremy L. Lau, CFA, CFP serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Prudent Investment Principles and Portfolio Review 

This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act. We will identify common ways these obligations may be compromised and how these issues may be remedied.

Jeremy L. Lau, CFA, CFP serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Court Compliance

There are currently two courses that you can take to satisfy this section. Please only take one. 

1) Probate Administration – Soup to Nuts

2) Financial Standard of Care: With a Focus on Ethics

There are currently two courses that you can take to satisfy this section. Please only take one. 

1) Probate Administration – Soup to Nuts

2) Fiduciary Accountings – I Hate Accounting, Remind Me Why and How I have to Do This

There are currently two courses that you can take to satisfy this section. Please only take one. 

1) Probate Administration – Soup to Nuts

2) Fiduciary Accountings – I Hate Accounting, Remind Me Why and How I have to Do This

Probate Administration – Soup to Nuts

Probate: Soup to Nuts is a comprehensive, step by step review and explanation of the Probate process, starting with a clear identification of the duties and responsibilities of the person serving as executor or administrator, the goals to be achieved and the alternative procedures available to meet those goals. The program will identify each milestone marking your progress as executor or administrator through the probate process and the tasks which must be completed to reach each one.

About Merrianne E. Dean

Merrianne E. Dean, Esq. has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. Her work also includes representing executors and trustees in the administration of trust, probate estates, and conservatorships. Ms. Dean was admitted to the State Bar of California in 1994 and has practiced in the area of Trust & Estates since 1997. Ms. Dean is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law. Ms. Dean has been a member of the San Diego Probate Bench Bar Committee since 2004 and has served as a court-appointed attorney in conservatorship matters for more than 15 years. She has also served as a pro tem judge in the Probate Branch of the San Diego Superior Court for more than six years. During her career as an attorney Ms. Dean has achieved a peer review rating from Martindale-Hubbell of AV Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence.