PFAC 2020
24/7 Webinars
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Monday, June 22, 2020 · 9:01 PM PDTFiduciary Accountings – I Hate Accounting, Remind Me Why And How I Have To Do This
PRACTICE MGMT • 1.5 CEU
Court Accountings are easy! Yes, that’s right. That’s what you’ll come out of this dynamic and informative session realizing. Part 1 is a q... -
Don't Get Burned: What You Need to Know Before Delegating Your Authority to Investment ProfessionalsMonday, June 22, 2020 · 10:13 PM PDTDon’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
TRUST • 1.0 CEU | 1.0 MCLE
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the var... -
Monday, June 22, 2020 · 10:43 PM PDTInsurance Coverage - Dropping the Ball
TRUST • 1.5 CEU | 1.5 MCLE
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate. -
Monday, June 22, 2020 · 11:42 PM PDTPhysical and Cognitive Functional Assessments
PERSON • 1.5 CEU
Cognitive and Functional Assessments play an integral role in approaching a patient’s care holistically and throughout the health care continuum. In this presentation, geriatric exper... -
Tuesday, June 23, 2020 · 12:22 AM PDTContested Nonprobate Transfers
ESTATE • 1.5 CEU | 1.5 MCLE
This presentation will cover best practices for handling nonprobate transfers when the documents on file with the bank conflict with the decedent's estate plan. For example, what should t... -
Tuesday, June 23, 2020 · 12:47 AM PDTHow to Avoid Environmental Liability
PRACTICE MGMT • 1.0 CEU | 1.0 MCLE
The presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciar... -
Tuesday, June 23, 2020 · 12:57 AM PDTWhen Your Job Is Being The Ethical Adult In The Room
ETHICS • 1.5 CEU | 1.5 MCLE
Ethical canons expressly require professional fiduciaries make decisions about “best interests” through the prism of their clients’ known ethnic, religious, social, ... -
Tuesday, June 23, 2020 · 1:09 AM PDTFinancial Standard of Care - With a Focus of Ethics
ETHICS • 1.0 CEU | 1.0 MCLE
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrato... -
Tuesday, June 23, 2020 · 1:25 AM PDTTrustee Unchained: Decanting Has Come to California
TRUST • 1.5 CEU | 1.5 MCLE
This program will review California’s recently enacted version of the Uniform Trust Decanting Act. Decanting refers to the power to modify an existing trust, either b... -
Tuesday, June 23, 2020 · 1:25 AM PDTNormal Aging or Elder Abuse? -- How Insufficient Staffing can lead to Avoidable Injuries in Assisted Living Facilities
PERSON • 1.5 CEU | 1.5 MCLE
For the elderly, injuries may appear to be simply an outcome of age-related health failure. However... -
Tuesday, June 23, 2020 · 1:25 AM PDTDefending Yourself: Professional Fiduciary Jiu Jitsu
PRACTICE MGMT • 1.0 CEU | 1.0 MCLE
Participate in an interview style format with a trust attorney, a former District Attorney, and a professional fiduciary to learn some “moves” you can make to... -
Tuesday, June 23, 2020 · 1:25 AM PDTData Security: What You Need To Know and What You Need to Do
PRACTICE MGMT • 1.0 CEU | 0.0 MCLE
Technology security expert and founder/CEO of True Link Financial Kai Stinchcombe provides actionable guidance on how to identify, measure, and manage...
