Wednesday, August 25th - Pre-Conference Intensives
Exclusive Exhibit Hours: 2.0
TIME
CEU
MCLE
ACTIVITY
8:00AM to 6:00PM
Conference Registration Desk Open
9:00AM to 3:00PM
PFAC State Board Meeting
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
- Paul Bartschi, Merrill Lynch Special Needs Team
9:00AM to Noon
1:00PM to 3:00PM
5.0
Pre-Conference Intensive B
Navigating And Supporting Beneficiaries Suffering From A Mental Illness
- Caleb Donner Esq., Donner & Donner
- Paul Dores PhD, Hidden Valley Ranch Rehab;
- Gary Freedman-Harvey PhD, Licensed Psychologist
- Tom Heinz, East Bay Innovations
- Meredith Taylor CLPF, MFT, IMT Associates
9:00AM to 1:00PM
4.0
Pre-Conference Intensive C
California Exam Review Course
- Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
4:30PM to 5:30PM
Sponsor and Exhibitor Appreciation Reception
6:00PM to 8:00PM
Opening Welcome Reception – Exhibit Hall
Thursday, August 26th - Full Conference Day 1
Credit Hours: 7.5 | Exclusive Exhibit Hours: 4.25 | MCLE Hours: 4.0
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 8:15AM
Continental Breakfast
7:15AM to 8:15AM
Early Bird Track
1.0
EB1 Gardeners, Gifts and Garbage: Cautionary Tales and Best Practices For Tangible Personal Property
- Noelle Valentino, John Moran Auctioneers & Appraisers
- Morgana Blackwelder, John Moran Auctioneers & Appraisers
EB 2 What Kind of Care Does Your Client Need?
- Lia Smith, A Better Solution In Home Care & Nursing, Inc.
EB 3 How to Value and Sell A Business and Real Estate In Probate Or Gifting
- Todd Wohl AM, NAA, DRE, Braun International Real Estate & Premier Estates Realty Group
- Anthony Fitzgerald FRICS, ASA, CGREA, Braun International Real Estate & Premier Estates Realty Group
- David Isackson Esq.; M. Jean Johnston Esq., CPA, Johnston Kinney & Zulaica LLP
8:30AM to 10:30AM
1.5
Opening General Session
Housekeeping and Opening Remarks
The Value Of An Excellent PPF
- Hon. Judge Julia Craig Kelety, Superior Court of California, County of San Diego
Live Streaming
10:30AM to Noon
Track A
1.5
1.5
A1 Case and Statutory Updates in Estate, Trust and Probate Law and California Fiduciary Regulations
- Jeremiah (Jeremy) Moffit, Esq., Withers Bergman LLP
- Matthew R. Owens, Esq., Withers Bergman LLP
- Catherine M. Swafford, Esq., Withers Bergman LLP
1.5
A2 Developing A Plan to Work with Clients Who Have Mental Illness
- Sylvia Thompson, CMC, NTG, National Task Group Of Intellectual Disabilities And Dementia Practices
1.5
- Donovan Filpi, Merrill Lynch Special Needs Team
- Craig Stone, Merrill Lynch Special Needs Team
- Emily Vierra, Merrill Lynch Special Needs Team
1.5
1.5
A4 Solutions To Personal Property Wars
- Judith M. Copeland, Esq., Mediator with NCRC
- Merrianne Dean, Esq., The Dean Law Group
1.5
1.5
A6 Working with Probate Referees
- Steven Paull, California Probate Referee
- Teresa Gorman, Fiduciary Real Estate Services
Noon to 1:00PM
PFAC Connect (Exhibit Hall)
1:00PM to 2:15PM
1.0
1.0
Lunchtime General Session
Effective Fee Requests – A Judicial Perspective
- Hon. Judge David L. Belz, Superior Court of California, County of Orange
- Hon. Judge Glen M. Reiser (Ret.), JAMS
Live Streaming
2:15PM to 2:45PM
PFAC Connect (Exhibit Hall)
2:45PM to 4:15PM
Track B
1.5
1.5
- Philip Barbaro, Esq., Barbaro Chinen Pitzer & Duke LLP
- Stefanie M. Bennett, Esq., Law Office of Stefanie M. Bennett
- Jodi Pais Montgomery, CLPF, Pais Montgomery Fiduciary Services
1.5
1.5
B2 All in The Family? Problems and Solutions When Adult Children Live with Aging Parents
- Ben Schwefel, Esq., Murtaugh Treglia Stern & Deily LLP
- Marin Bradshaw, Esq., Murtaugh Treglia Stern & Deily LLP
1.5
1.5
B3 Independent Contractor Updates – It’s Not Just About Caregivers
- Robert Nuddleman Esq., Nuddleman Law Firm P.C.
1.5
1.5
- Stephen J. Brownell, CPA, Lindsay & Brownell
- David S. Minton, Esq., Solomon Minton Cardianl Doyle & Smith LLP
1.5
1.5
B6 Proposition 19 Explored And Its Impact On Real Estate Transfers
- Jeff Olson, San Diego Chief Deputy Assessor
- Jordan Marks, Esq., Taxpayer’s Rights Advocate for the San Diego County Assessor’s Office
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
1.0
PFAC Movie Night – Happy
Happy takes us on a journey from the swamps of Louisiana to the slums of Kolkata in search of what really makes people happy.
Friday, August 27th - Full Conference Day 2
Credit Hours: 4.5 | Exclusive Exhibit Hours: 5.5 | MCLE Hours: 3.5
TIME
CEU
MCLE
ACTIVITY
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
1.0
- Susan Valoff, LCSW, C-ASWCM, CDP, Windward Life Care
- Amy Abrams, MSW/MPH, CMC-Ret., Alzheimer’s San Diego
1.0
EB 5 Reading Investment Statements: How to Get Answers To Key Questions
- Jeremy Lau, Prudent Investors
- Susan Brooksbank, MBA, MSEE, BSME, Brooksbank Fiduciary Services and Accounting
1.0
1.0
EB 6 What Every Fiduciary Should Know About Environmental Problems
- Steven Hoch Esq., Clark Hill PLC
8:30AM to 9:30AM
PFAC Connect (Exhibit Hall)
9:30AM to 11:00AM
Track C
1.5
1.5
C1 Best Practices When Serving as Conservator of The Person
- Hon. Judge Kim R. Hubbard, Superior Court of Orange County
- Megan A. Moghtaderi, Esq., TLD Law
- Suzanne Nicholl, Esq., Law Office of Suzanne P. Nicholl, PC
1.5
1.5
C2 The “How To” Guide for Public Benefits in California
- Kimberly McGhee Esq., Black & McGhee, A Law Corporation
1.5
C3 Twice the FUN In DysFUNctional Families – Interactive Case Studies
- Hon. Judge Mary Thornton-House (Ret.), ARC
- Lauriann Wright, Esq., Wright Kim Douglas ALC
- Brenda Shorkend, MA, CMC, Shorkend Care Management
- Jodi Pais Montgomery, NCG, CLPF, Pais Montgomery Fiduciary Services
1.5
1.5
C4 IRA Rules and Strategies Every Fiduciary Must Know!
- Frank Acuña, Esq., Acuña Regli LLP
- Tracy Regli, Esq., Acuña Regli LLP
1.5
1.5
C5 Probate Code Requirements for Real Estate Sales
- Todd Stevens, Esq., Keeny Waite & Stevens
- Ricsie Hernandez, Esq., Brierton, Jones & Jones LLP
1.5
1.5
C6 A Wide World of Trust Varieties
- Shannon Stein, Esq., Goodwin Brown Gross & Lovelace LLP
- Kristan Shepard, Esq., Goodwin Brown Gross & Lovelace LLP
11:00AM to 12:30PM
PFAC Connect (Exhibit Hall)
12:30PM to 1:45PM
1.0
Lunchtime General Session
- Hon. Judge Julia Craig Kelety, Superior Court of California, County of San Diego
Live Streaming
ETHICS
1:45PM to 3:15PM
PFAC Connect (Exhibit Hall)
3:15PM to 4:15PM
Track D
1.0
1.0
D1 Special Needs Trust Administration – How California Judges Evaluate SNT Trustee’s Performance
- Hon. Judge Mary Thornton-House (Ret.), ARC
- Kevin Urbatsch, Esq., The Urbatsch Law Firm
- Greg Lederman, Esq., Rodnunsky and Associates
1.0
D2 Insights To Working With Court Investigators
- Fatima Villaseñor, Court Investigator Superior Court California, County of Stanislaus
- Elizabeth Carder, Court Investigator Superior Court of California, County of Riverside
1.0
1.0
D3 Fundamental Understanding of Reverse Mortgages and Tips for A Smoother Process
- Richard San Vicente MBA, Mutual of Omaha Reverse Mortgages Division
1.0
D4 Partners in Management; Case Coordination and Fiduciaries
- Doreen Casuto, RN, BSN, MRA, CRRN, CCM, CLCP, CNLCP, Rehabilitation Care Coordination
- Haydee Pina, Rehabilitation Care Coordination
1.0
1.0
D5 Recognizing the Many Faces of Elder Abuse And Its Repercussions
- Paul Greenwood Esq., Deputy District Attorney, County of San Diego (Ret.)
1.0
1.0
D6 A Case Study of Fiduciary Surcharges
- James J. Brown, Esq., Goodwin Brown Gross & Lovelace LLP
3:15PM to 4:45PM
Exhibitor Move Out
4:30PM to 5:30PM
Free Time
6:00PM to 7:30PM
Dinner Celebration
7:30PM to 9:00PM
Beach Party
Saturday, August 28th - Full Conference Day 3
Credit Hours: 3.0 | MCLE Hours: 3.0
TIME
CEU
MCLE
ACTIVITY
7:15AM to 2:00PM
Conference Registration Desk Open
7:30AM to 8:45AM
Continental Breakfast / PFAC Café
8:45AM to 10:45AM
2.0
2.0
Closing General Session
- Gregory Borawski, Esq., Brierton, Jones & Jones, LLP
- Ricsie Hernandez, Esq., Brierton, Jones & Jones, LLP
Live Streaming
10:45AM to 11:00AM
PFAC Café/Break
11:00AM to Noon
Track E
1.0
E1 Best Practices for Fiduciaries: So You’ve Been Named A Trustee: Now What?
- Mary deLeo, Esq., Weintraub Tobin
- Edward J. Corey, Jr., Esq., Weintraub Tobin
- Gary D. Rothstein, Esq., Weintraub Tobin
- Carlena L. Tapella, Esq., Weintraub Tobin
1.0
- Paul Hynes, CFP, HearthStone | Private Wealth Mangement
- Anne Rudolph, Esq., Hughes & Pizzuto, APC
1.0
E3 Liability-Proof Your Practice in Three Easy Steps
- Lawrence Hilton, JD/MBA, Dominion Insurance Services Inc.
- Paul K. Savage, Esq., Equity Law PLC
1.0
E4 Are They Prepared? Crisis Planning for Clients and The Role Of The Fiduciary
- Ann Koerner RN, BSN, CRRN, National Care Advisors
1.0
1.0
E5 SNTs And ABLE Act Accounts – What You Need to Know
- Bronson DeKoning, Esq., Battaglia & Waltari
- A.J. Battaglia, Esq., Battaglia & Waltari
1.0
E6 Tax Issues in Trust Settlements: A Primer On The Basics For Trustees
- Christopher Toews Esq., Toews Law Group, Inc.
Noon
Conference End