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WEBINAR ENDED
Wednesday, Aug 5, 12:00 PM PDT · 3 hours

Pre-Conference Intensive A: Should I Stay Or Should I Go?

August 5, 2020 at 12:00:00 PM · Pacific Time (US & Canada)
About This Webinar

Should I Stay or Should I Go, Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?

PRACTICE MGMT • 3.0 CEU | 3.0 MCLE
One of the most nerve-wracking parts of fiduciary practice is determining whether or not to take a case. Often, this is done with minimal information, and a fiduciary must make an educated guess. Heartburn can be decreased, and chances of a successful administration increased, if a fiduciary can work with a team of professionals early to evaluate a case and to determine, “Should I Stay or Should I Go?” This pre-conference intensive focuses on case evaluation and will be presented by a multi-disciplinary team of legal, fiduciary, financial, and real estate professionals who specialize in keeping our fiduciaries out of trouble.

Who can view:
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Partner, Acuña Regli LLP
Frank R. Acuña is a founding partner of Acuña Regli, LLP, located in Pleasant Hill, California, with a satellite offices in Fairfield, California, and Oakland, California. Mr. Acuña is certified by the State Bar of California as an estate planning, probate, and trust administration specialist. His practice is built around the needs of tax professionals and includes estate planning, probate and trust law, business succession planning, and inheritance litigation.
Webinar hosting presenter
Licensed California Real Estate Broker, Berkshire Hathaway Home Services-Franciscan Properties
Andrew de Vries, MBA has provided expert real estate sales for private and professional fiduciaries in the Bay Area for 17 years. With more than 700 successful fiduciary sales transacted in most major Bay Area counties, Andrew brings deep experience-based knowledge to his client's needs. His services include initial case evaluation, property preparation, and development and execution of sophisticated sales strategies to limit a fiduciary's liability while satisfying all parties involved (including difficult family members). Andrew holds a Real Estate Broker's License (#01368031), a Professional Fiduciary's License (#544) and earned an MBA with honors from the University of San Francisco.
Webinar hosting presenter
Owner, Hatch & Associates
"Wendy Hatch is the current owner of Hatch and Associates, a private professional fiduciary firm that has been in business since 1984.

Has her degree in Business Administration;
Passed the first National Register Guardian test given in 1996;
Also one of the first 60 that passed the first State of California & National wide examination to become a California Certified Fiduciary and National Registered Guardian in 2000;
Has been registered with the State’s Attorney General Office as a professional Conservator and Trustee and --Registered with the County of Los Angeles and Orange; and
Licensed number 16 in Professional Fiduciary Bureau and a "" National Certified Guardian""
She has held many offices with the Professional Fiduciary Association of California (PFAC) past President of the Southern Region -Regional Director of the Southern Region (twice) where she still is an active as a founding charter member.

She is a member of the Estate Planning and Trust Council of Long Beach, Special Member to Women Lawyers of Long Beach, was a special consultant to the LA County FAST team

She was an Instructor for the Adult Extended Education Fiduciary Certificate Program through Cal State University, Fullerton (Subjects: Standard and Practices for Fiduciaries and Record Keeping and Accounting for Positions of Trust). She designed the on-line course for the Record Keeping and Accounting Program for Cal State.

She has been qualified as an expert witness in Fiduciary Abuse Cases.

As of January 1st 2019 Governor Brown appointed her to the California Professional Fiduciaries Advisory Committee."
Webinar hosting presenter
Managing Partner, Prudent Investors Network
Ted Ong and Jeremy Lau, CFA®, CFP® are SEC-Register Investment Advisors (RIAs) with Prudent Investors Network. They specialize in fiduciary planning and investment management for institutional and private fiduciaries. They co-teach the Management of the Investment Portfolio Class in the Trustee Certification Program at California State University at Fullerton (CSUF) and co-authored the white paper, Prudent investing Under the Probate Code, What Judges, Estate Planning Attorneys, Fiduciaries and Trustees should Know. In addition to fiduciary planning and investment management services, Mr. Lau also serves as an expert witness on prudent investing under the California probate codes.
Webinar hosting presenter
Managing Partner, Prudent Investors Network
Ted Ong and Jeremy Lau, CFA®, CFP® are SEC-Register Investment Advisors (RIAs) with Prudent Investors Network. They specialize in fiduciary planning and investment management for institutional and private fiduciaries. They co-teach the Management of the Investment Portfolio Class in the Trustee Certification Program at California State University at Fullerton (CSUF) and co-authored the white paper, Prudent investing Under the Probate Code, What Judges, Estate Planning Attorneys, Fiduciaries and Trustees should Know. In addition to fiduciary planning and investment management services, Mr. Lau also serves as an expert witness on prudent investing under the California probate codes.
Webinar hosting presenter
Partner, Acuña Regli LLP
Tracy S. Regli is a founding partner of Acuña . Regli, LLP. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California.Tracy is an active member of the Alameda and Contra Costa Bar associations, the Professional Fiduciary Association of California (PFAC), and the Southern Alameda Estate Planning Council. She is a sought-after speaker and has spoken at PFAC and Estate Planning Council meetings and conventions. Her pro bono activities include participating in the Lawyers in the Library program and assisting low income seniors through workshops sponsored by the Contra Costa County Bar Association.