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
TIME | DESCRIPTION | LOCATION |
---|---|---|
03:00PM – 05:00PM | Exhibitor Setup | California Ballroom Foyer |
05:00PM – 07:00PM | Welcome Reception | Atrio Bar |
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 |
Walnut Creek Marriott
2355 North Main St., Walnut Creek, CAÂ 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
Copyright © 2024 Professional Fiduciary Association of Californiaâ„¢. All Rights Reserved.
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.
Fiduciary Real Estate Services
Golden State Pooled Trust
Prudent Investors
Buchalter, P.C.
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