Conference Schedule

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

Conference Schedule Is Subject To Change Without Notice