Conference Schedule Is Subject To Change Without Notice
Wednesday, May 31 - Pre-Conference Intensives
TIME
CEU | MCLE
ACTIVITY
LOCATION
08:00AM to 06:00PM
Conference Registration Desk Opens
09:00AM to 03:00PM
PFAC State Board Meeting
12:30PM to 03:30PM
3.0 Estate/Trust
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;
Kelly Berlingeri Esq.,Ventura County Superior Court; Scott MacDonald,
Merrill Lynch Special Needs Team
Garden Room
VIDEO ROOM
09:00AM to Noon;
01:00PM to 03:00PM
5.0 Trust
Pre-Conference Intensive B
Special Needs Trust Administration: Reviewing the Fundamentals and
Avoiding Common Pitfalls
Kevin Urbatsch, Urbatsch Law; Herb Thomas, Kairos Fiduciary Services;
Ann Koerner, National Care Advisors; Lisa Soloway, Soloway Fiduciaries;
Frank Acuna, Acuna Regli LLP
Bayview B
VIDEO ROOM
09:00AM to 01:00PM
4.0
Pre-Conference Intensive C
California Exam Review Course
Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
Bayview A
04:30PM to 05:30PM
Sponsor and Exhibitor Appreciation Reception
06:00PM to 08:00PM
Opening Welcome Reception - Exhibit Hall
Thursday, June 01 - Full Conference Day 1
Credit Hours: 7.5
MCLE Hours: 5.0
TIME
CEU | MCLE
ACTIVITY
LOCATION
06:30AM to 04:30PM
Conference Registration Desk Open
07:00AM to 04:30PM
PFAC Connect Open (Exhibit Hall)
07:00AM to 08:15AM
Breakfast
07:15AM to 08:15AM
Early Bird Track
1.0 Person
CEU/MCLE
EB1 Hiring and Working with Caregivers: Risks, Liabilities and
Solutions
Robert Nuddleman, Esq., Nuddleman Law Firm
Garden Room
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
07:15AM to 08:15AM
Early Bird Track
1.0 Estate
CEU
EB 2 Safe Liquidation Of Used Vehicles From An Estate
Natalie Armenta, Aaero Sweet Corp.
Bayview A
VIDEO ROOM
07:15AM to 08:15AM
Early Bird Track
1.0 Ethics
CEU/MCLE
EB 3 Working with Asian American Clients
Joseph Lee, Esq., Chang and Lee Law
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
08:00AM to 10:15AM
1.5
Opening General Session
Housekeeping and Opening Remarks
Your Leadership Legacy: Becoming the Leader You Were Meant
To Be
Lt. Colonel Oakland McCulloch
Concourse
VIDEO ROOM
10:30AM to Noon
Track A
1.5 Trust
CEU/MCLE
A1 Digital Assets Killed The Paper Trail: A Primer On
Administering Digital Assets
Jaime Herren, Esq. and Robert Barton, Esq., Holland & Knight
LLP
Garden Room
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
10:30AM to Noon
Track A
1.5 Person
CEU/MCLE
A2 Supportive Decision Making, Beyond The Buzzword Into A
Construct For Its Application In Probate Conservatorships
Lauriann Wright, Esq., Wright Kim Douglass ALC; Mary Winners,
About Senior Solutions; Dr. Sarah Mourra, UCLA David Geffen
School of Medicine
Seacliff A/B
10:30AM to Noon
Track A
1.5 Practice Management
CEU/MCLE
A3 Your Day In Court! Being Prepared For Litigation And Testifying
Debby Doitch, Esq., KJM Law; Hon. Judge Mary Thornton House (Ret.), ARC; Jill Judson, CLPF, CSC Fiduciaries Inc
Regency
10:30AM to Noon
Track A
1.5 Practice Management
CEU
A4 Cyber Security – A Changing World
Chris Lee, Briane Grey, Paul Keener, City National Bank; Michael Sohn, Federal Bureau of Investigation
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
10:30AM to Noon
Track A
1.5 Practice Management
CEU/MCLE
A5 How To Best Manage Client And Court Needs And Expectations In The Changing California Fiduciary Real Estate
Market
Andrew de Vries, CLPF, MBA; Minna Fernan, Esq., Minna Fernan
Law; Brianna Mannion, Esq., City and County of San Francisco Legal Division-Office of the Public Administrator/Public Guardian
Bayview A
10:30AM to Noon
Track A
1.5 Estate
CEU
A6 Back to the Future: When Cash Became King Again
Jeremy Lau, Prudent Investors
Seacliff C/D
Noon to 01:00PM
PFAC Connect (Exhibit Hall)
01:00PM to 02:15PM
1.0
CEU/MCLE
Lunch Time General Session
PPFs in Court – The Judges Perspective
Hon. Judge Glen Reiser (Ret.), JAMS; Hon. Judge Sandra Bean,
Alameda County Superior Court; Hon. Judge Ana Maria Luna, Los
Angeles County Superior Court
Concourse
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
02:15PM to 02:45PM
PFAC Connect (Exhibit Hall)
02:45PM to 04:15PM
Track B
1.5 Trust
CEU/MCLE
B1 Timing And Tax Issues For Finalizing Estates And Trusts
John Grimes, Grimes And Company CPAs
Seacliff A/B
02:45PM to 04:15PM
Track B
1.5 Person
CEU/MCLE
B2 Are You Afraid Of Conservatorships Of The Person? Risks, Exposures And Solutions
Brenda Shorkend, Shorkend Care Management; Hon. Judge Ana Maria Luna, Los Angeles Superior Court; David Kim, Esq., Wright Kim Douglas, ALC; Sam Gopinathan, New Wave Home Care
Garden
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
02:45PM to 04:15PM
Track B
1.5 Trust
CEU/MCLE
B3 Dulling The Razor’s Edge: Understanding, Identifying, And
Navigating The Duty Of Impartiality
Bryan Phipps and Jarom B. Phipps, Buchalter (Ethics)
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
02:45PM to 04:15PM
Track B
1.5 Estate
CEU/MCLE
B4 Money, Marriage, Debt & Death
Lynda Chung, Esq., Valensi Rose PLC
Seacliff C/D
02:45PM to 04:15PM
Track B
1.5 Person
CEU/MCLE
B5 Care Facility Disputes: The Issues And Possible Solutions
Frank Acuna, Esq. and Tracy S. Regli, Esq., Acuna Regli LLP; Juliet Hahklotubbe, LMFT; Lisa Soloway, CLPF, Soloway Fiduciaries Inc.
Regency
02:45PM to 04:15PM
Track B
1.5 Practice Management
CEU
B6 Hooked! When The Best In Us Leads To The Worst For Us: How Scammers Use Personal Values To Trap The Good-Hearted
Todd Finnemore, PsyD; Donata Mikulik, Senior Advocacy Services
Bayview A
04:15PM to 06:00PM
Meet the Exhibitors and “Taste of PFAC” Wine Tasting
PFAC Connect (Exhibit Hall)
05:00PM to 05:45PM
New Member Meeting
Regency Room
05:00PM to 06:00PM
Past Presidents Meeting
07:30PM to 09:00PM
1.0
CEU
PFAC Movie Night
The Alzheimer’s Project: Caregivers
06:30PM to 07:30PM
PFAC Thursday Night Bay Cruise – BUS PICKUP
Market Foyer Curb
07:30PM to 09:00PM
PFAC Thursday Night Bay Cruise
Friday, June 02 - Full Conference Day 2
Credit Hours: 4.5
MCLE Hours: 4.5
TIME
CEU | MCLE
ACTIVITY
LOCATION
06:30AM to 04:30PM
Conference Registration Desk Open
07:00AM to 04:00PM
PFAC Connect Open (Exhibit Hall)
07:00AM to 08:30AM
Continental Breakfast / PFAC Café
07:30AM to 08:30AM
Early Bird Track
1.0 Trust
CE/MCLE
EB 4 Guardians Of The (Trust) Galaxy: Trust Protectors Defined, Explained And Explored
Matthew Owens, Esq. and Jenny Hill Bratt, Esq., Withers Bergman LLP
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
07:30AM to 08:30AM
Early Bird Track
1.0 Ethics
CEU
EB 5 When It Hits The Fan: Consequences For Breaching Fiduciary Duties, And How To Avoid Doing It
Paul Epstein, Esq., Acuna Regli LLP; Brian Sakarata, Soloway Fiduciaries Inc.
Garden
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
07:30AM to 08:30AM
Early Bird Track
1.0 Person
CEU
EB 6 Is It Care?
Leandra Sims, The Kensington Sierra Madre
Regency
08:30AM to 09:30AM
PFAC Connect (Exhibit Hall)
09:30AM to 11:00AM
Track C
1.5 Person
CEU/MCLE
C1 Litigation Involving Real Estate In Probate, Trust & Conservatorships – What To Do When It Happens, How To Minimize Risk, How To Resolve It
Todd Wohl, Braun International Real Estate; Frank Cialone, Esq., Shartsis Friese LLP; Troy Martin, Esq., Lurie Zepeda Schmalz and Hogan; Michael Kasolas, Michael G. Kasolas Inc.
Bayview A
09:30AM to 11:00AM
Track C
1.5 Person
CEU
C2 Beyond Task-Based Care: Person-Centered Care for Clients
Dr. Shadi Gholizadeh, The Key
Regency
09:30AM to 11:00AM
Track C
1.5 Person
CEU/MCLE
C3 Contested Conservatorship & Handling Conservatee's Care, Visitation & Home
Monica Goel, Esq., TLD Law; Mary Makler, CLPF; Jennifer Bennett, The Key; Ruben Martinez, Fiduciary Real Estate Services
Seacliff A/B
09:30AM to 11:00AM
Track C
1.5 Trust
CEU/MCLE
C4 Evaluating And Defending Challenging Special Needs Trust Disbursement Requests
Kevin Urbatsch, Esq., Urbatsch Law
Garden
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
09:30AM to 11:00AM
Track C
1.5 Trust
CEU/MCLE
C5 Best Practices In A Fiduciary Led Real Estate Transaction
Maya Bovshow and Paul Hargraves, Trust Properties USA; Alexandra Goff, Esq., Goff Legal PC; Jorge Gutierrez, USA National Title
Seacliff C/D
09:30AM to 11:00AM
Track C
1.5 Practice Management
CEU/MCLE
C6 What Probate Judges Need, Want & Love
Philip Barbaro, Esq.; Hon. Judge Mary Thornton House (Ret.), ARC
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
11:00AM to 12:30PM
PFAC Connect (Exhibit Hall)
12:30PM to 01:45PM
1.0 Practice Management
CEU/MCLE
Lunchtime General Session
Fiduciary And Attorney Fee Declarations
Hon. Roger L. Lund, Ventura County Superior Court; Hon. David Belz, Orange County Superior Court; Kelly Berlingeri, Esq., Ventura County Superior Court
Concourse
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
01:45PM to 03:15PM
PFAC Connect (Exhibit Hall)
03:15PM to 04:15PM
Track D
1.0 Trust
CEU/MCLE
D1 Successor Trustee Issues: Taking Over A Disaster
Peter Wall, TrueLink Financial; Herb Thomas, CLPF, Kairos Fiduciary; Lisa Soloway, CLPF, Soloway Fiduciaries, Inc.
Garden
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
03:15PM to 04:15PM
Track D
1.0 Trust
CEU/MCLE
D2 Understanding Community Services For Persons With Developmental Disabilities In California
Stephen Dale, JD, LL.M, Golden State Pooled Trust; Teresa Anderson, JD, The Arc and United Cerebral Palsy California Collaboration
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
03:15PM to 04:15PM
Track D
1.0 Estate
CEU
D3 Current And Upcoming Laws Affecting Real Estate Assets
Vinny Jain, Ingenious Asset Group; J. Andrew Douglas, Esq., Wright Kim Douglas ALC
Seacliff A/B
03:15PM to 04:15PM
Track D
1.0 Practice Management
CEU
D4 Confessions Of Succession - How A Sole Proprietor And A Partnership Made It Happen
Bonnie Burdett, CLPF, Prime Fiduciary Services; Franza Giffen,
CLPF, Giffen Fiduciary Services
Regency
03:15PM to 04:15PM
Track D
1.0 Person
CEU/MCLE
D5 From "Where Did I Put My Keys?" to "What Keys?" Signs that Your Clients May Be Losing Capacity
Dana Chidekel, Board Certified Neuropsychologist
Bayview A
03:15PM to 04:15PM
Track D
1.0 Ethics
CEU
D6 Let's Explore End-of-Life Doulas
Sue Wetzel; Linda Suhr, Autumn Of Life Planning; Sarah Hill, East Bay Doula For The Dying
Seacliff C/D
03:15PM to 04:45PM
Exhibitor Move Out
04:15PM to 07:00PM
Open Time
06:30PM to 07:30PM
Dinner Reception
Mezzanine
07:30PM to 10:00PM
Dinner Celebration
Grand Ballroom
Saturday, June 03 - Full Conference Day 3
Credit Hours: 3.0
MCLE Hours: 3.0
TIME
CEU | MCLE
ACTIVITY
LOCATION
07:15AM to 02:00PM
Conference Registation Desk Open
07:30AM to 08:45AM
Continental Breakfast / PFAC Café
08:45AM to 10:45AM
2.0 Ethics
CE/MCLE
Closing General Session
Rules Of Engagement: When You’re The Only Ethical Adult In The Room
Liza de Vries, Esq., de Vries Law Firm; Robyn Brook Christo, Esq. Epstein Holtzapple Christo LLP
Grand Ballroom
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
10:45AM to 11:00AM
PFAC Café / Break
11:00AM to Noon
Track E
1.0 Estate
CEU/MCLE
E1 Case and Statutory Updates In Estate, Trust And Probate Law
Catherine Swafford, Esq., Michael S. Brophy, Esq., Craig S. Weinstein, Esq., Withers Berman LLP
Regency
11:00AM to Noon
Track E
1.0 Practice Management
CEU
E2 Court Accountings Are Easy!
Martin Harris, Harris Fiduciary Accounting
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
11:00AM to Noon
Track E
1.0 Estate
CEU/MCLE
E3 Top 10 Real Estate Issues Fiduciaries Miss
Teresa Gorman, Esq., Ruben Martinez, Logan Martinez, Fiduciary Real Estate Services
Bayview A
11:00AM to Noon
Track E
1.0 Estate
CEU/MCLE
E4 Jumpstart Your First Trust Administration: Stuff No One Explains, Explained!
Lisa Soloway, CLPF, Soloway Fiduciary Services; Tracy Regli, Esq., Acuna Regli LLP
Seacliff A/B
11:00AM to Noon
Track E
1.0 Person
CEU
E5 Lifetime Planning For Your Special Needs Loved One
Kerrie Lloyd, ChSNCA, Prudent Investors
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
11:00AM to Noon
Track E
1.0 Trust
CEU/MCLE
E6 Making HEMS Human
Peter Wall, TrueLink Financial; Herb Thomas, CLPF, Kairos Fiduciary Services
Seacliff A/D
Noon
Conference End