PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Frank Acuna, Esq.
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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.
This course will teach you about Tax Returns and Records Retention for Fiduciaries.
Member Price: $75
Non-Member Price: $105
CE Awarded:
1.0
Presented Date: October 2, 2020
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?
Member Price: $50.00
Non-Member Price: $70.00
CE Awarded:
1.5
Presented Date: July 17, 2018
What Is in the Documents? What Is in the Estate? Are There Other Sources of Funding and Payment?
Member Price: $150
Non-Member Price: $210
CE Awarded:
3.0
Presented Date: May 5, 2020
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/