Conference Schedule Is Subject To Change Without Notice
Wednesday, May 4th - Pre-Conference Intensives
Exclusive Exhibit Hours: 0.0
TIME
CEU
MCLE
ACTIVITY
CE Category
8:00AM to 6:00PM
Conference Registration Desk Opens
9:00AM to 3:00PM
PFAC State Board Meeting
12:30PM to 3:30PM
3.0
3.0
Pre-Conference Intensive A – Establishing and Growing A Fiduciary Practice
- Aaron Jacobs, CLPF Sentry Services
- Norine Boehmer, CLPF NBM Inc.
- Yevgeny “Eugene” Belous, Esq. Rodnunsky & Associates
- Jeffrey Marvan, Esq. Marvan Law
Practice Management
9:00AM to 12:00PM;
1:00PM to 3:00PM
5.0
5.0
- Hon. Judge Roger Lund, Presiding Probate Judge Superior Court of California, County of Ventura
- Kelly Murphy Berlingeri, Esq., Court Probate Examiner Superior Court of California, County of Ventura
- Paul Bartschi, Vice President Merrill Lynch Special Needs Team
Estate/Trust
9:00AM to 1:00PM
4.0
0
Pre-Conference Intensive C – California Licensing Exam Review Course
- Russ Marshall, CLPF, NMG, Marshall Fiduciary Services
4:30PM to 5:30PM
Sponsor and Exhibitor Appreciation Reception
6:00PM to 8:00PM
Opening Welcome Reception – Exhibit Hall
12:30PM to 3:30PM
3.0
3.0
Pre-Conference Intensive A
An Accounting Preparation Primer AND the Court’s View of the Perfect Accounting
- Hon. Judge Roger Lund, Superior Court of California, County of Ventura
- Heather Hamilton, Fiduciary Accounting Services LLC
- Kelly Berlingeri Esq., Ventura County Superior Court
- Scott M. MacDonald, Merrill Lynch Special Needs Team
Thursday, May 5th - General & Breakout Sessions
Exclusive Exhibit Hours: 0.0
TIME
CEU
MCLE
ACTIVITY
CE Category
6:30AM to 4:30PM
Conference Registration Desk Open
7:00AM to 4:30PM
PFAC Connect Open
Exhibit Hall
7:00AM to 8:15AM
Breakfast
7:15AM to 8:15AM
- Terry Magady, Esq., The Elder Law Center
EB2 – Protecting Fiduciaries From Litigation
|
EB3 – Elder Financial Abuse Litigation and Remedies
- Lindsey Munyer, Esq. Ll.M, Keystone Law Group, P.C.
Person
Practice Management
Person
8:30AM to 10:15AM
Opening General Session
Housekeeping and Opening Remarks
Serving Our Community of Clients; Cultural Awareness In Action
- Vickie Intriago, CFP, Centaurus Financial
- Regina Lark, Ph.D., A Clear Path
- Joseph Hyungsung Lee, Esq., Law Office of Joseph Lee
- Catalina Reynoso, Esq., Catalina Reynoso Law;
Moderator: Ron Miller, CLPF, Select Fiduciary Group
Estate
10:30AM to Noon Track A
A1 – Nuances of Real Estate Management and Challenging Sales In A COVID Environment
- Hon. Judge Clifford L. Klein (Ret.), Signature Resolution
- David Kim, Esq., Wright Kim Douglas A.L.C.
- Vinny Jain, MBA CPM, Ingenious Asset Group Inc.
A2 – You Don’t Know What You Don’t Know: Lessons Learned About Mental Health from Estate Clear Outs
- Regina Lark Ph.D., A Clear Path
- Joan McCreary CMPO, JMPO
A3 – How to Avoid Surprises Before Listing and Selling Real Property
- Phil Barbaro, Esq., Barbaro, Chinen, Pitzer & Duke, LLP
- Susan Ghormley, CLPF, IE Fids LLC
- Cynthia Cohn, Cynthia Cohn & Associates, Inc.
A4 – Breaking Down The Real Language Of Dementia
- Mary Winners, About Senior Solutions
- Sue Feldmeth, About Senior Solutions
- Leandra Sims, The Kensington Sierra Madre
A5 – Why Your Office Processes Are Your Key To Reducing Stress
- Alexandria Goff, Esq., Goff Legal, P.C.
A6 – Estate Taxes – Back by Unpopular Demand!
- Lisa Zaragoza, Esq., Acuña Regli LLP
Estate
Person
(Mental Health)
Estate
Person
Practice Management
Estate/Trust
Noon to 1:00PM
PFAC Connect |
Exhibit Hall
1:00PM to 2:15PM
Lunch Time General Session
AB 1194 – The Legislatures Response to “Free Brittney”
- Hon. Judge Kim R. Hubbard, Superior Court of California Orange County
- Teresa Gorman, Law Office of Teresa Gorman
Person
2:15PM to 2:45PM
PFAC Connect |
Exhibit Hall
2:45PM to 4:15PM Track B
- Hon. Judge Jonathan Rosenblum, Superior Court of California Los Angeles
- Natalie Lowe, Esq., Law Office of Natalie Lowe
B2 – The Medical and Legal History of Dementia: The Ethics of Conservatee Independence
- Jeff Marvan, Esq., Marvan Law
- Dr. Sarah Mourra, Geriatric Psychiatrist
B3 – Holding Financial Institutions Accountable for Financial Elder Abuse
- Deena Zacharin, Esq., Stebner Gertler Guadagni & Kawamoto, A Professional Law Corp.
- Kirsten Fish, Esq., Needham Kepner & Fish, LLP
- Andrew de Vries, CLPF MBA;
- Barbara de Vries, CLPF MSW, Life Management Associates
- Danielle P. Barger, Esq., Barger & Battiest Law A.P.C;
- Ronald L. Greenwald, MBA SRES, Greenwald & Gerke
B5 – Getting to Know You: How to Develop a Care Plan for Your Clients with Mental Illness
- Sylvia Thompson, Holistic Family Solutions
B6 – Business Succession Update: How Does a Fiduciary Provide for “Continuity of Care”?
- Frank Acuña, Esq. & Tracy Regli, Esq., Acuña Regli LLP
Person
Person
Estate
Estate
Person
(Mental Health)
Practice Management
4:15PM to 6:00PM
Meet the Exhibitors and “Taste of PFAC” Wine Tasting
PFAC Connect
Exhibit Hall
6:00Pm to 7:00PM
Past Presidents Meeting
6:15PM to 7:00PM
New Member Meeting & Orientation
7:30PM to 9:00PM
PFAC Movie Night
The Father
Friday, May 6th - General & Breakout Sessions
Exclusive Exhibit Hours: 0.0
TIME
CEU
MCLE
ACTIVITY
CE Category
6:30AM to 4:30PM
Conference Registration Desk Open
7:00AM to 4:00PM
PFAC Connect Open |
Exhibit Hall
7:00AM to 8:30AM
Continental Breakfast / PFAC Café
7:30AM to 8:30AM Early Bird Track
- Mary deLeo, Esq., Weintraub Tobin
- Edward J. Corey, Jr. Esq., Weintraub Tobin
- Gary D. Rothstein, Esq., Weintraub Tobin
- Daniel C. Kim, Weintraub Tobin
EB5 – Understanding LPS Conservatorships
- Meredith Taylor, MFT/CLPF, IMT Associates
Practice Management
Person
(Mental Health)
Trust
8:30AM to 9:30AM
PFAC Connect
9:30AM to 11AM Track C
C1 – Conservatorships in Action
- Gregory J. Lederman, Esq., Rodnunsky & Associates
- Hon. Judge Glen Reiser (Ret.), JAMS
- Yevgeny Belous, Esq., Rodnunsky & Associates
C2 – Fundamentals of Special Needs Trust Administration, Session 1:
- Stephen Dale, Esq., Golden State Pooled Trust
- Peter Wall, True Link Financial
C3 – Firearms Are Your Friends!
- Johan Graham & Jeff Patterson, Bid Fast and Last Auctions
C4 – Person-Centered Dementia Care Basics for Fiduciaries
- Shadi Gholizadeh, Ph.D., Home Care Assistance
C5 – Fiduciary Accounting Nightmares
- Francine Lee, JD LLM, Ernst & Young
- Lauriann Wright, Esq., Wright Kim Douglas A.L.C.
C6 – A Practical Guide to Cryptocurrency for Trustees and Administrators
- Jared Ong, Prudent Investors
Person
Trust
Estate
Person
Practice Management
Trust
11:00AM to 12:30PM
PFAC Connect
Exhibit Hall
12:30PM to 1:45PM
Lunchtime General Session
Ethical Considerations for Fiduciaries and Their Counsel
- Hon. Judge Ana Maria Luna, Superior Court of California Los Angeles
- Sarah S. Broomer, Esq., Ruttenberg Cutler Broomer LLP
Ethics
1:45PM to 3:15PM
PFAC Connect
Exhibit Hall
3:15PM to 4:15PM Track D
D1 – Subtrust Allocation for Fiduciaries
- Hon. Judge Ana Maria Luna, Superior Court of California Los Angeles
- Hon. Judge Glen R. Reiser (Ret.), JAMS
D2 – Fundamentals of Special Needs Administration, Session 2:
- Stephen Dale, Esq., Golden State Pooled Trust
- Peter Wall, True Link Financial
- Juliette Robertson, Esq., Robertson Law Group
D4 – Recent Updates on Cases, Statutes, and Fiduciary Regulations in Trust and Estate Law
- Jeremiah Moffit, Esq., Withers Berman LLP
- Matthew Owens, Esq.
- Catherine Swafford, Withers Berman LLP
- Mark A. Lester, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
- Katherine H. Becker, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
- Rennee R. Dehesa, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
- Eric A. Hirschberg, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
D6 – Limited Liability Companies – The New Fiduciary Frontier
- Frank Acuña, Esq.& Tracy Regli, Esq., Acuña Regli LLP
Trust
Trust
Practice Management
Estate
Estate/Trust
Practice Management
3:15PM to 4:45PM
Exhibitor Move Out
6:00PM to 8:00PM
Dinner Celebration
8:30PM to Close
Party in the Park
Saturday, May 7th - General & Breakout Sessions
Exclusive Exhibit Hours: 0.0
TIME
CEU
MCLE
ACTIVITY
CE Category
7:15AM to 2:00PM
Conference Registration Desk Open
7:30AM to 8:45AM
Continental Breakfast / PFAC Café
8:45AM to 10:45AM
Closing General Session |
- Hon. Judge Mary Thornton House (Ret.), ARC
- Paul D. Epstein, Esq., Acuña Regli LLP
- Jill Judson, CLPF, CSC Fiduciaries
Ethics
8:45AM to 10:45AM
PFAC Café/Break
11:00AM to Noon Track E
E1 – Distributions: Understanding Legal and Tax Consequences |
- Rebecca Van Loon, Esq., Solomon Ward Seidenwurm & Smith LLP
- Kristin Kaminski, Esq., Maxey Kaminski, A Law Corporation
- Nancy Valentine, DPP
- Raymond Zakari, Esq., Liddle & Liddle
E3 – Using Creativity and Connection to Enhance Quality of Life |
- Kari Rogenski, LMFT, The Hummingbird Project by Sage Eldercare Solutions
- Alex Chen, Esq., Acuña Regli LLP
- Lisa M. Soloway, CLPF, Soloway Fiduciaries, Inc.
E5 – Avoidable Sexual Assault and Other Traumatic Injuries in Long-Term Care Facilities
- Deena Zacharian, Esq. & Karman Guadagni, Esq. Stebner Gertler Guadagni & Kawamoto, A Professional Law Corp.
- Craig Judson, Esq., Bold Polisner Maddow Nelson & Judson, APC
- Jill Judson, CLPF, CSC Fiduciaries
- Kyla J. Hale, Esq., Bold, Polisner, Maddow, Nelson & Judson, APC
Trust
Estate
Person
(Mental Health)
Trust
Person
Person
Noon
Conference End
* Ticketed events