2022 PFAC Southern Region Education Day

November 3rd, 2022

Join the professional fiduciaries of the Southern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on November 2, 2022, where you can relax and get to know your associates. Spend the night and be ready to go early Thursday morning. The Day provides up to 6.0 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

PFAC Member Price: $135
Non-Member Price: $175
Student Price*: $75

*Student pricing requires student ID number

VENUE INFORMATION

90 Pacifica 
Irvine, CA 92618 
(949) 471-8888
Parking Rates: $10 with validation 
Room Rates: 
1 King Bed – $249
2 Double Beds – $249
rates based on one adult per room
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SCHEDULE

Total Credit Hours: 6.0

** Schedule is subject to change without notice

TIMECEUSPEAKERACTIVITY
8:30AM to 9:30AM
1.0Housekeeping

Probate Estate Administration
Rod Stern, Murtaugh Treglia Stern & Deily LLP
SESSION 1
9:30AM to 10:30AM1.0Special Needs Trusts
Weily Yang, Mortensen & Reinheimer, PC
SESSION 2
10:30AM to 10:45AMBREAK
10:45AM to 12:20PM1.5Fiduciary Accounting Nightmares
Francine Lee, Ernst & Young and Lauriann Wright, Wright Kim Douglas, Alc
SESSION 3
12:20AM to 1:20PMLUNCH
1:20PM to 2:20PM1.0Judge HouseSESSION 4
2:20PM to 3:20PM1.0Trust and Probate Estate Litigation
Scott Rahn, RMO LLP
SESSION 5
3:20 to 3:35PMBREAK
3:35PM to 4:35PM1.0AB 1194 and Real Estate Topics
Teresa Gorman, ​Fiduciary Real Estate Services
SESSION 6
4:45PM to 6:00PMSPONSOR MIXER

Event Sponsors

Tabletop Exhibitors