Conference Schedule Is Subject To Change Without Notice
Wednesday, May 15 - 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 | 3.0
Pre-Conference Intensive A
Firearm Safety Training with Certificate to Transport
- Kim McGhee, Esq., Law Offices of Black & McGhee
- Paul Hynes, Aspiriant
- The Glock Store San Diego
Garden Room
09:00AM to Noon
3.0
Bayview B
01:00PM to 03:00PM
2.0
Bayview B
09:00AM to Noon
3.0
Pre-Conference Intensive C
California Exam Review Course
- Russ Marshall, CLPF
Bayview A
04:30PM to 05:30PM
Sponsor and Exhibitor Appreciation Reception
06:00PM to 08:00PM
Opening Welcome Reception - Exhibit Hall
Thursday, May 16 - Full Conference Day 1
Credit Hours:
MCLE Hours:
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 | 1.0
- Edward J. Corey & Gary Roth, Weintraub Tobin
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 | 1.0
EB 2
Elder Financial Exploitation – Dueling Perspectives
- Scott Rahn, RMO LLP
- Paul Greenwood, Greenwood Law Group
Bayview A
07:15AM to 08:15AM
Early Bird Track
1.0
EB 3
Long Term Care Myths and Realities
- Anthony Chicotel, California Advocates for Nursing Home Reform (CANHR)
Bayview B
VIDEO ROOM
This session will be videotaped and part of the Registration PLUS Video Package
08:30AM to 10:15AM
1.5 | 1.5
Opening General Session
Housekeeping and Opening Remarks
Fulfilling Your Fiduciary Responsibilities Without Sacrificing Your Sanity
- Justice Julia Kelety, Fourth District Court of Appeal, San Diego
Concourse
VIDEO ROOM
10:30AM to Noon
Track A
1.5 | 1.5
A1
Managing Your Fiduciary Risk: Bonds, Errors, Omissions, Oh My!
- Kevin Kravets, Law Office of Kevin E. Kravets
- Larry Hilton, Dominion Insurance
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 | 1.5
A2
Protecting Elder & Dependent Adults: Elder Abuse Restraining Orders
- Hon. Judge Ana Maria Luna, Superior Court Los Angeles County
- Hon. Judge Jessica Kronstadt, Superior Court Los Angeles County
- Sarah Broomer, Ruttenberg Cutler Broomer LLP
Seacliff A/B
10:30AM to Noon
Track A
1.5
A3
Lessons in Resolving Real Property Title Report Issues
- Ruben Martinez and Teresa Gorman, Fiduciary Real Estate Services
Regency
10:30AM to Noon
Track A
1.5
A4
Bond, James Bonds: A License to Understanding Fixed Income Securities
- Jeremy Lau, Prudent Investors
Bayview B
10:30AM to Noon
Track A
1.5
A5
Regional Center Services and Benefits
- Kate Kinnamont, San Diego Regional Center
Bayview A
10:30AM to Noon
Track A
1.5 | 1.5
A6
Special Needs Trusts: The Why, the Wherefore and the How to Administer
- Craig Lambourne, Ewin Lambourne Law APC
Seacliff C/D
Noon to 01:00PM
PFAC Connect (Exhibit Hall)
01:00PM to 02:15PM
1.0 | 1.0
Lunch Time General Session
The Court’s Expectations Of A Professional Fiduciary
- Hon. Judge Kim Hubbard (Ret.)
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 | 1.5
- Judge David Belz, California Superior Court, Orange County
- Judge Glen Reiser (Ret.)
- Lindsey Munyer, Esq., Keystone Law Group
Seacliff A/B
02:45PM to 04:15PM
Track B
1.5 | 1.5
B2
Creditor Claims in Probate and Trust Administration
- Meredith Alcock, Law Office of Meredith Alcock APC
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 | 1.5
B3
Solutions for Real Property Tenancy Issues
- Todd Stevens, Keeny Waite & Stevens
- Mark Feinberg, Heinz & Feinberg
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 | 1.5
B4
The Court’s View on the Perfect Accounting
- Judge Roger Lund, California Superior Court, Ventura County
- Kelly Berlingeri, California Superior Court, Ventura County
- Paul Bartschi, Merrill Lynch Special Needs
Seacliff C/D
02:45PM to 04:15PM
Track B
1.5 | 1.5
B5
Top 10 things Skilled Nursing Facilities Don’t Want You To Know! Be The Best Advocate You Can Be
- Philip P. Lindsley, Esq., San Diego Elder Law
Regency
02:45PM to 04:15PM
Track B
1.5 | 1.5
B6
Insurance: What Is It Good For?
- Philip Barbaro, Jr., Barbaro Chinen Pitzer & Duke LLP
- Samantha Chung Ogura, Acrisure
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
PFAC Movie Night
Alive Inside
Friday, May 17 - Full Conference Day 2
Credit Hours:
MCLE Hours:
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
Breakfast / PFAC Café
07:30AM to 08:30AM
Early Bird Track
1.0
EB 4
Enhancing Client Communication: Addressing Loneliness In Aging Clients For Fiduciaries
- Shadi Gholizadeh, PhD, The Key
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
EB 5
The Art and Science Of Personal Property Appraising
- Morgana Blackwelder, John Moran Auctioneers & Appraisers
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 | 1.0
EB 6
Legal And Compassionate End Of Life Options
- Stefanie Elkins
- Craig Judson, Esq.
- Bob Uslander
- Jill Judson, LPF
Regency
08:30AM to 09:30AM
PFAC Connect (Exhibit Hall)
09:30AM to 11:00AM
Track C
1.5 | 1.5
C1
Taking the “Ick” Out of Litigation: What To Know When You’re Involved In A Lawsuit
- Erika Gasaway, Hopkins Carley
- Jaime Herren, Hartog Baer Zabronsky
Bayview A
09:30AM to 11:00AM
Track C
1.5
C2
Long Term Care Solutions on A Budget
- Kimberly McGhee, Black & McGhee, A Professional Law Corporation
Regency
09:30AM to 11:00AM
Track C
1.5 | 1.5
C3
Annual Update On New Legislation And Case Law
- Matt Owens, Esq.
- Jenny Bratt, Esq. Sheppard Mullin
Seacliff A/B
09:30AM to 11:00AM
Track C
1.5 | 1.5
C4
IRA & Annuities – What You Need To Know
- Sandra P. Conners, Aspiriant
- Francisco Garcia, Esq.
- Higgs Fletcher, APLC
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
C5
Digital Duty: Fiduciaries In The Virtual World
- Anna Mouland, Bequest Finance
Seacliff C/D
09:30AM to 11:00AM
Track C
1.5 | 1.5
C6
Professional Fiduciary Practice Administrator: How To Prepare And Administer
- Anne Rudolph, Hughes & Pizzuto
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 | 1.0
The Court’s Perspective On Professional Fiduciary Fees
- Hon. Judge Ana Maria Luna, California Superior Court, Los Angeles County
- Judge Sandra Bean, California Superior Court, Alameda County
- Hon. Judge Olga Alvarez, California Superior Court, San Diego County
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 | 1.0
D1
2024 Conservatorship Litigation Guide For Professional Fiduciaries
- Hon. Judge Anna Maria Luna, Superior Court Los Angeles County
- Yevgeny Belous, Rodnunsky & Associates
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 | 1.0
D2
Post Death Personal Property Disposition Challenges
- Lauriann Wright, Esq.
- Jodi Montgomery, LPF
- Joe Baratta, Bonham’s
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 | 1.0
D3
How To Decipher Estate Planning Documents Like An Expert
- Bryan Phipps, Esq. & Jarom Phipps, Esq., Buchalter
Seacliff A/B
03:15PM to 04:15PM
Track D
1.0
D4
Managing Dementia-Related Behaviors In The Home
- Sarah Nudel & Terry Ehlke, Windward Life Care
- Lena Huang, Alzheimer’s Association
Regency
03:15PM to 04:15PM
Track D
1.0 | 1.0
D5
Termination Of An Administration: From Distributions To Reserves To Supplemental Accountings
- Shannon Taylor, Hughes & Pizzuto
Bayview A
03:15PM to 04:15PM
Track D
1.0 | 1.0
- Francine Lee, Ernst & Young
- Donovan Filpi, Merrill Lynch Special Needs Team
Seacliff C/D
03:15PM to 04:45PM
Exhibitor Move Out
04:15PM to 07:00PM
Open Time
06:30PM to 09:30PM
Monte Carlo Dinner Party
Mezzanine
Saturday, May 18 - Full Conference Day 3
Credit Hours:
MCLE Hours:
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 | 2.0
- Gregory Borawski, Esq.
- Ricsie Hernandez, Esq., Jones & Jones 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
Paying Caregivers From A Trust: Mitigating Risk To Safeguard Trust Assets
- Cheryl Severson, TEAM Risk Management Strategies
Regency
11:00AM to Noon
Track E
1.0 Practice Management
CEU
E2
The Intersection Of Public Benefits And Special Needs Trust Disbursements
- Beth Misak, True Link Financial
- Karen Konvicka
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
Being Prepared for Mediation - Your Day In Court Continues!
- Debby Doitch, KJM Law Partners, PLC
- Hon. Mary Thornton House, Ret., Alternative Resolution Centers (ARC)
- Jill Judson, CSC Fiduciaries, Inc.
Bayview A
11:00AM to Noon
Track E
1.0 Estate
CEU/MCLE
E4
Serious Illness And The Gift Of Hospice & Palliative Care
- Vincent Nguyen, Salus Homecare & Hospice
Seacliff A/B
11:00AM to Noon
Track E
1.0 Person
CEU
E5
Hidden Dangers in Estate Planning Documents – And How To Navigate Them
- David Greco, Esq., Kimberley Deede, Esq.
- Gian Ducic-Montoya, Esq., Chhokar Law Group, P.C.
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
The Challenges Of Trust Distributions To An Entitled Generation
- Tricia Shindledecker, Law Offices of Tricia A. Shindledecker
Seacliff A/D
Noon
Conference Adjourn