2024 PFAC Northern Region Education Day

September 19-20

Join the professional fiduciaries of the Northern Region for a day of education and networking. The event begins with a welcome Hospitality Reception on Thursday, September 19, where you can relax and get to know your associates. Spend the night and be ready to go early Friday morning. The Day provides up to 6.0 Continuing Education units with sessions relevant to new and experienced professional fiduciaries.

PFAC Member Price: $225
Non-Member Price: $275
Student Price*: $125

*Student pricing requires student ID number

SCHEDULE

Thursday, September 19

TIME
DESCRIPTION
LOCATION
03:00PM – 05:00PM
Exhibitor Setup
California Ballroom Foyer
05:00PM – 07:00PM
Welcome Reception
Atrio Bar

Friday, September 20

TIME
TYPE
DESCRIPTION
LOCATION
CEU
Total CEUs Available
6.0
07:00AM – 05:00PM
Registration Open
California Ballroom Foyer
07:30AM – 08:30AM
Breakfast
California Ballroom Foyer
08:30AM – 08:40AM
GS
Opening Remarks/Welcome
California Ballroom
08:40AM – 10:00AM
GS
Preparing for Mediation and Settlement: How to Prepare Yourself, Your Clients, and the Other Side.
California Ballroom
1.5
10:00AM – 10:30AM
BREAK/Visit Exhibitors
California Ballroom Foyer
10:30AM – 11:30AM
1A
Tricks & Traps in Evicting Persons in Preparation of a Sale
California Ballroom
1.0
10:30AM – 11:30AM
1B
Issues with Court Accountings
Contra Costa Ballroom
1.0
11:30AM – 12:30PM
LUNCH
California Ballroom
12:30PM – 02:00PM
GS
Impacts of Supported Decision Making on the Trustee
California Ballroom
1.5
02:00PM – 02:30PM
BREAK/Visit Exhibitors
California Ballroom Foyer
02:30PM – 03:30PM
2A
Medi-Cal Changes and Updates
California Ballroom
1.0
02:30PM – 03:30PM
2B
Digital Currency (and other digital assets)
Contra Costa Ballroom
1.0
03:30PM – 04:00PM
BREAK/Visit Exhibitors
California Ballroom Foyer
04:00PM – 05:00PM
GS
Dulling the Razor’s Edge: Understanding, Identifying, and Navigating the Duty of Impartiality
California Ballroom
1.0
05:00PM
End Of Day

VENUE INFORMATION

Walnut Creek Marriott
2355 North Main St., Walnut Creek, CA  94596
(925) 934-2000

Hotel reservations are now open. Reserve now as space is limited.

Click Here to reserve your room

Cut-off Date:
August 22, 2024

Room Rates – $189 plus tax

Event Sponsors

Tabletop Sponsors

Preparing for Mediation and Settlement: How to Prepare Yourself, Your Clients, and the Other Side.

Organization

Acuña * Regli, LLP

Presented By

Tricks & Traps in Evicting Persons in Preparation of a Sale

Addressing tenant issues has taken on a world of its own. There are the relatively new state laws encapsulated in AB1482 which provide significant tenant protections. Further, there is the potential that each of California’s 58 counties and 482 cities may have enacted their own tenant protection laws. When selling a property, Fiduciaries are often faced with the dilemma of how to handle tenants in the properties they are preparing to sell…should you/could you ask persons residing in the property to move? This presentation will review the law, how to handle tenants, caregivers and family members residing in the property. Recent caselaw found an owner liable over $1 million for an improper eviction and included an Elder Abuse cause of action. Understanding the Tricks and Traps in Evicting Persons in Preparation of a Sale will provide the fiduciary with the information to make an informed decision on the rights of the owner and the tenant.

Organization

Fiduciary Real Estate Services

Presented By

Issues with Court Accountings

Organization

Fiduciary Accounting Services

Presented By

Impacts of Supported Decision Making on the Trustee

California passed AB1663 to assist persons with disabilities to be more engaged in decision making that affects their lives and supports, also known as Supported Decision Making (SDM).

Organization

Golden State Pooled Trust

Presented By

Medi-Cal Changes and Updates

Organization

Golden State Pooled Trust

Presented By

Digital Currency (and other digital assets)

Organization

Prudent Investors

Presented By

Dulling the Razor's Edge: Understanding, Identifying, and Navigating the Duty of Impartiality

Organization

Buchalter, P.C.

Presented By

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Organization

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Presented By