Conference Schedule

Conference Schedule

Please stay tuned for more updates to the conference schedule:

Wednesday, May 4th - Pre-Conference Intensives

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

Location

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-Con A – Establishing and Growing A Fiduciary Practice

Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how to set up effective systems, how to choose your clients and how to choose the right legal representation. The course will also cover what to do when it is time to leave a case.

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

0

Pre-Con B – An Accounting Preparation Primer AND The Court’s View On The Perfect Accounting

Need a fiduciary accounting and not really sure where to start?  This pre-intensive on fiduciary accountings will cover the basics from getting started, to reviewing the accounting through the eyes of the court.  Our speakers will walk through the concepts used to prepare a fiduciary accounting, accounting examples, and the statutory requirements of a court accounting.  The course will include common issues and judges’ comments, in addition to the behind the number’s strategies and types of available investment portfolios.

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-Con C – California Licensing Exam Review Course

This course provides a review of relevant materials that may be included in the California Professional Fiduciary Exam. It includes core competency areas identified by the Center for Guardianship Certification.  This course is intended for those who have not yet passed the California portion of the Professional Fiduciary License exam. It is not a guarantee that you will pass the exam.

Russ Marshall, CLPF, NMG

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

6:30AM to 4:30PM

Conference Registration Desk Open

7:00AM to 4:30PM

PFAC Connect Open

Exhibit Hall

7:00AM to 4:30PM

EB1 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

EB 2 Protecting Fiduciaries From Litigation

James J. Finsten, Esq., Lurie, Zepeda, Schmaltz, Hogan & Martin; Scott MacDonald, Merrill Lynch Special Needs Team

EB 3 Elder Financial Abuse Litigation and Remedies
Lindsey Munyer, Esq. Ll.M, Keystone Law Group, P.C.

Estate

Practice Management

 

 

Person

8:30AM to 10:15AM

Opening General Session
Housekeeping and Opening Remarks

Serving Our Community of Clients; Cultural Awareness In Action

Panelists: 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 Assets

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 Petitions, Invoices and Fee Schedules, Oh My! Administration From the Attorney and Trustee Perspective

Juliette Robertson, Esq., Robertson Law Group

A4 Breaking Down The Real Language Of Dementia

Mary Winners, About Senior Solutions

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)

 

Practice Management

 

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

B1 Death, Divorce, Incapacity and Other Uplifting Topics of
  Interest to Private Professional Fiduciaries

Hon. Judge Jonathan Rosenblum, Superior Court of California Los Angeles; Natalie Lowe, Esq.,

B2 The Medical and Legal History of Dementia: The Ethics of Conservatee Independence

Jeff Marvan, Esq., Marvan Law; Dr. Sara 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

B4 From the California House of Horrors – Selling Real Estate for Top-Dollar While Protecting Your License, Liability and Sanity!

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 FamilySolutions

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

Location

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

EB 4 Litigation and the Private Professional Fiduciary: When Sitting on the Sidelines is Not an Option

Mary deLeo, Esq., Edward J. Corey, Jr., Esq., Gary D. Rothstein, Esq., Carlena L. Tapella, Esq., Weintraub Tobin

EB 5 Understanding LPS Conservatorships

Dr. Gary Freedman-Harvey, Geriatric Forensic Psychologist; Meredith Taylor, MFT/CLPF, IMT Associates

EB 6 Investment Lessons Learned From 2020 to 2021

Peter Wall, Esq., True Link Financial

Practice Management 

Person 
(Mental Health)

Trust

8:30AM to 9:30AM

PFAC Connect

9:30AM to 11AM Track C

C1 Conservatorships in Action

Hon. Judge Glen Reiser, JAMS (Ret.); Yevgeny Belous, Esq. & Gregory J. Lederman, Esq., Rodnunsky & Associates

C2 Fundamentals of Special Needs Trust Administration, Session 1:

Stephen Dale, Esq., Golden State Pooled Trust; Peter Wall, Esq., 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, Esq., True Link Financial

D3 What You Don’t Know Will Hurt You, and Your Clients Too: Identifying Fiduciary Scenarios That Demand Expert High-Level Medi-Cal and Other Benefits Planning

Terry Magady, Esq., The Elder Law Center

D4 Recent Updates on Cases, Statutes, and Fiduciary Regulations in Trust and Estate Law

Jeremiah Moffit, Esq., Withers Berman LLP

D5 Breslin v. Breslin (2021) 62 Cal.App.5th 801 – New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and Probate Administrations

Mark Lester, Esq., Katherine H. Becker, Esq., Rennee R. Dehesa, Esq. & Eric A. Hirschberg, Esq., Jones, Lester, Schuck, Becker & Dehesa, LLP

D6 Limited Liability Companies – The New Fiduciary Frontier

Frank Acuña, Esq.& Tracy Regli, Esq., Acuña Regli LLP

Trust

Trust

Person

Estate

Estate/Trust

Practice Management 

3:15PM to 4:45PM

Exhibitor Move Out

4:15PM to 6:00PM

Annual Member Meeting

6:00PM to 7:30PM

Dinner Celebration

7:30PM to 9:00PM

Party in the Park

Saturday, May 7th - General & Breakout Sessions

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

LOCATION

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

Learn From The Experience of Others!  What Historic “Court Decisions” Can Teach You About Being a Better Fiduciary!

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

E2 What A Fiduciary Needs To Know About Income Properties

Nancy Valentine, Deasy Penner Podley Real Estate; Raymond Zakari, Esq., Zakari Law

E3 Using Creativity and Connection to Enhance Quality of Life

Kari Rogenski, LMFT, The Hummingbird Project

E4 Trust Administration 101: The Basics of Trust Administration From The Attorney and Trustee Perspective

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.

Trust

Estate

Person
(Mental Health)

Trust

Person

Noon

Conference End

* Ticketed events