Conference Schedule
| Wednesday, May 1st • Pre Conference Intensives |
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| Exclusive Exhibit Hours: 2.0 | ||||
| TIME | CEU | MCLE | ACTIVITY | LOCATION |
| 8:00AM - 6:00PM | Conference Registration Desk Open | Disneyland Grand Ballroom Registration | ||
| 9:00AM - 3:00PM | PFAC State Board Meeting | Adventure Room | ||
| 9:30AM to Noon, 1:00PM to 3:30PM | 5.0 | 1.0 | Pre Conference Intensive B Special Needs Trusts from Beginning to End - A Review of What Precipitates an SNT to the Successful Administration Ted Ong & Jeremy Lau, Prudent Investors Network Tony Beck, Esq., Williams, Beck & Forbes Doreen Casuto, RN, Rehabilitation Care Coordination Mary Waltari, Battaglia & Waltari Mike Zea, MSSC, Ringler Associates | MR I-J TRUST |
| 12:30PM - 3:30PM | 3.0 | Pre-Conference Intensive A Insurance from A-Z Frank Acuña, Esq. & Tracy Regli, Esq., Acuña & Regli | MR F-G PRACTICE MGMT |
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| 4:30PM - 5:30PM | Sponsor and Exhibitor Appreciation Reception | Rose Court Garden | ||
| 6:00PM - 8:00PM | Opening Welcome Reception - Exhibit Hall | Disneyland Exhibit Hall |
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| Thursday, May 2nd • Full Conference Day 1 | ||||
| Credit Hours: 7.5 • Exclusive Exhibit Hours: 3.25 | ||||
| TIME | CEU | MCLE | ACTIVITY | LOCATION |
| 6:30AM - 4:30PM | Conference Registration Desk Open | Disneyland Grand Ballroom Registration | ||
| 7:00AM - 4:30PM | PFAC Connect Open (Exhibit Hall) | Disneyland Exhibit Hall | ||
| 7:00AM - 8:15AM | Continental Breakfast / PFAC Café | Disneyland Exhibit Hall |
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| 7:15AM - 8:15AM Early Bird Track | 1.0 | EB1 The Diet Coke Mystery or Let Her Eat Cake: How Collaborating with a Geriatric Psychiatrist and an Aging Life Care Manager Makes Sense for a Fiduciary Practice Brenda Shorkend, Shorkend Care Management Dr. Sarah Mourra, UCLA David Geffen School of Medicine Jodi Pais Montgomery, Pais Montgomery Fiduciary | Magic Kingdom Ballroom 1 PERSON *VIDEO* |
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| 1.0 | EB2 The Magic of the Match: Come Meet Canine Companions for Independence Service Dog, Hiltie, and See How Our Expertly Trained Service Dogs Change Lives Melissa Billingsley & Joanna Mueller, Canine Companions for Independence | Magic Kingdom Ballroom 2 PERSON *VIDEO* |
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| 1.0 | EB3 Working with Caregivers: Solutions to Common Problems Robert Nuddleman, Nuddleman Law Firm, P.C. | Magic Kingdom Ballroom 3 PRACTICE MGMT *VIDEO* |
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| 8:30AM - 10:30AM | 1.5 | Opening General Session Keynote Presentation: How to Detect Lies, Fraud, and Identity Theft Traci Brown, Body Language Expert | Disneyland Grand Ballroom PERSON |
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| 10:30AM - Noon Track A | 1.5 | 1.5 | A1 How to Work with Attorneys in Contested Matters - Part 1 Yevgeny Belous, Esq., Neilsen & Rogers LLP Lauriann Wright, Esq., Wright Kim Douglas, ALC Norine Boehmer, CLPF, Private Professional Fiduciary Hon. Judge James Steele (Ret.)., Signature Resolution, LLC | Magic Kingdom Ballroom 1 TRUST *VIDEO* |
| 1.5 | 1.5 | A2 Administering the Tax-Motivated Trust Peter Myers, Esq., Fox Rothschild LLP | MR I-J TRUST |
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| 1.5 | A3 Aging in Place - Electronically! Frank Acuña, Esq. & Tracy Regli, Esq., Acuña & Regli | Magic Kingdom Ballroom 4 PERSON |
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| 1.5 | 1.5 | A4 Here Today, Gone Tomorrow: A Fiduciary’s Guide to the Attorney-Client Privilege Mary K. deLeo, Esq., Edward J. Corey, Jr., Esq., Kelly E. Dankbar, Esq. & Gary D. Rothstein, Esq., Weintraub Tobin Chediak Coleman Grodin | Magic Kingdom Ballroom 2 PERSON *VIDEO* |
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| 1.5 | A5 Case Studies of Fiduciary Horror Stories Scott MacDonald, Merrill Lynch Special Needs Team Janie Mulrain, CLPF, Ethos Fiduciary Services David Sherak, Esq., Vogt, Resnick & Sherak, LLP | MR F-G PRACTICE MGMT |
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| 1.5 | A6 Get the Most out of Personal Property Without It Taking the Most Out of You Johan Graham & Jeff Patterson, Bid Fast and Last Auctions | Magic Kingdom Ballroom 2 ESTATE *VIDEO* |
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| Noon - 1:00PM | PFAC Connect Exhibit Hall | Disneyland Exhibit Hall | ||
| 1:00PM - 2:15PM | 1.0 | Lunch Time General Session Cybersecurity in an Evolving Digital Age Ryan White, Chief, Cyber & Intellectual Property Crimes Section, National Security Division | Disneyland Grand Ballroom PRACTICE MGMT |
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| 2:15PM - 2:45PM | PFAC Connect Exhibit Hall | Disneyland Exhibit Hall |
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| 2:45PM - 4:15PM Track B | 1.5 | 1.5 | B1 How to Work with Attorneys in Contested Matters - Part 2 Yevgeny Belous, Esq., Neilsen & Rogers LLP Lauriann Wright, Esq., Wright Kim Douglas, ALC Norine Boehmer, CLPF, Private Professional Fiduciary Hon. Judge James Steele (Ret.)., Signature Resolution, LLC | Magic Kingdom Ballroom 1 TRUST *VIDEO* |
| 1.5 | 1.5 | B2 Recognizing, Preventing and Addressing Financial Elder Abuse Kimberly Swierenga, Esq., Swierenga Law & Mediation Merrianne Dean, Esq., The Dean Law Group, APLC | MR F-G PERSON |
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| 1.5 | B3 Mental Disorder Diagnostic Criteria and Coping Strategies Donna Bogdanovich, CLPF, Bogdanovich Murray Professional Fiduciaries | Magic Kingdom Ballroom 2 PERSON *VIDEO* |
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| 1.5 | 1.5 | B4 Unique Issues for Special Needs Trusts in California and CalAble Act Stephen Dale, Esq., The Dale Law Firm, P.C. Dante Allen, CalABLE | Magic Kingdom Ballroom 4 TRUST |
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| 1.5 | 1.5 | B5 Just Move Out, Please: How to Regain Possession of Real Property Charles Scott, Esq. & Lori Bolander, Esq., Law Offices of Kimball, Tirey & St. John LLP Ronald Greenwald & Patti Gerke, Greenwald & Gerke | Magic Kingdom Ballroom 2 ESTATE *VIDEO* |
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| 1.5 | B6 Should I keep or Sell the Real Estate? A Practical Template to Make the Decision Kim Onisko, MA, CPA, ABV, CFF, CFE, Onisko & Scholz, LLP, CPA | MR I-J ESTATE |
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| 4:15PM - 6:00PM | Meet the Exhibitors and "Taste of PFAC" Wine Tasting PFAC Connect (Exhibit Hall) | Disneyland Exhibit Hall | ||
| 6:00PM - 7:00PM | Past Presidents Meeting | Frontier Board Room | ||
| 6:15PM - 7:00PM | New Member Meeting & Orientation | MR F-G | ||
| 7:30PM - 9:00PM | 1.0 | Evening Session - Movie Night The World's Fastest Indian Enjoy a movie for credit along with popcorn and movie treats. | Grand Ballroom PERSON |
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| Friday, May 3rd • Full Conference Day 2 | ||||
| Credit Hours: 4.5 • Exclusive Exhibit Hours: 3.5 | ||||
| TIME | CEU | MCLE | ACTIVITY | LOCATION |
| 6:30AM - 4:30PM | Conference Registration Desk Open | Disneyland Grand Ballroom Registration | ||
| 7:00AM - 4:00PM | PFAC Connect Open (Exhibit Hall) | Disneyland Exhibit Hall | ||
| 7:00AM - 8:30AM | Continental Breakfast / PFAC Café | Disneyland Exhibit Hall |
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| 7:30AM - 8:30AM Early Bird Track | 1.0 | EB4 Death Before Divorce Daniel Gold, Esq., TLD Law | Magic Kingdom Ballroom 1 ESTATE *VIDEO* |
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| 1.0 | EB5 Navigating the Regional Center System Jim Huyck, Huyck Consulting | Magic Kingdom Ballroom 2 PERSON *VIDEO* |
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| 1.0 | EB6 Are You Covered? Risk Management and Insurance for Professional Fiduciaries Andrew Jones, Esq. & Ashley Glazewski, Esq., Furman Kornfeld & Brennan LLP Lawrence D. Hilton, Esq., Dominion Insurance Services Kim Schwarcz, CLPF, Kim Schwarcz Fiduciary | Magic Kingdom Ballroom 3 PRACTICE MGMT *VIDEO* |
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| 8:30AM to 9:30AM | PFAC Connect Exhibit Hall | Disneyland Exhibit Hall | ||
| 9:30AM - 11:00AM Track C | 1.5 | C1 Cannabis and the Fiduciary: What You Weed to Know Lee-Anne Godfrey, BSN, RN, CMC, Health Management | MR I-J PERSON |
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| 1.5 | 1.5 | C2 Everything You Wanted to Know about Court Accountings but Were Afraid to Ask Francine Lee, Ernst & Young | Magic Kingdom Ballroom 2 PRACTICE MGMT *VIDEO* |
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| 1.5 | C3 What Attorneys and Fiduciaries Should Know About Representing Clients in a Real Estate Transaction Jean Shrem, Esq., Shrem Law | Magic Kingdom Ballroom 4 ESTATE |
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| 1.5 | C4 SNT Trust Administration for the Mentally Ill Beneficiary Meredith Taylor, CLPF, IMT Associates | Magic Kingdom Ballroom 1 TRUST *VIDEO* |
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| 1.5 | C5 Medi-Cal Appeals, Probate Code 3100, and Alternatives to Conservatorships Carlos Arcos, Esq., Carlos A. Arcos, A Law Corporation | MR F-G PERSON |
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| 1.5 | C6 Instagram Influencers, YouTube Celebrities, Bitcoin Miners, and Me: A Look at the Fiduciary Duties with Digital Assets Megan Moghtaderi & Jennifer Lumsdaine, TLD Law | Magic Kingdom Ballroom 1 ESTATE *VIDEO* |
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| 11:00AM - 12:30PM | PFAC Connect Exhibit Hall | Disneyland Exhibit Hall | ||
| 12:30PM - 1:45PM | 1.0 | Lunch Time General Session The Assessment of Civil Capabilities: A Practice Method of Screening for Incapacity Dr. Teo Ernst, Teo Ernst, Psy.D. ABPP | Disneyland Grand Ballroom PRACTICE MGMT |
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| 1:45PM - 3:15PM | PFAC Connect (Exhibit Hall) | Disneyland Exhibit Hall | ||
| 3:15PM - 4:15PM Track D | 1.0 | 1.0 | D1 Examining the Role of A Professional Fiduciary in Challenges to Mom or Dad’s Wishes Before They Die Robert Barton, Esq. & Vivian L. Thoreen, Holland & Knight LLP Hon. Judge David Cowan, Los Angeles Superior Court | Magic Kingdom Ballroom 1 TRUST *VIDEO* |
| 1.0 | 1.0 | D2 The Law, Ethics, and Practicalities of the Private Professional Fiduciary as Petitioner Jeffrey Marvan, Esq., MarvanLaw, A.P.C. Yevgeny Belous, Esq., Nielsen & Rogers LLP | Magic Kingdom Ballroom 4 ETHICS |
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| 1.0 | D3 Asset Administration – Identifying, Managing and Selling Assets Andrew de Vries, Berkshire Hathaway Home Services | Magic Kingdom Ballroom 3 ESTATE *VIDEO* |
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| 1.0 | D4 Managing Interactions with Personality Disordered Clients or Families Sylvia Thompson, BA, CMC, LivHOME | Magic Kingdom Ballroom 2 PERSON *VIDEO* |
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| 1.0 | D5 Thinking of Buying a Fiduciary Practice? A Case Study Robyn Farber, CLPF, Robyn Farber & Associates Inc., Professional Fiduciary Marin Bradshaw, Esq., Murtaugh, Treglia, Stern & Deily LLP Josef Cowan, Esq., Cowan Law Group | MR F-G PRACTICE MGMT |
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| 1.0 | 1.0 | D6 The Ballad of Jannie Brown: How a Career Criminal Uses the Law to Take Property from the Unwitting and What You Can Do to Put Things Right Tamila Jensen, Esq., Law Office of Tamila C. Jensen P.C. | MR I-J ESTATE |
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| 3:15PM - 4:45PM | Exhibitor Move Out | Disneyland Exhibit Hall | ||
| 4:30PM - 5:15PM | PFAC Member Annual Meeting | Disneyland Grand Ballroom | ||
| 5:30PM - 8:00PM | Dinner Celebration Disneyland Resort Hotel - Sponsored by: Prudent Investors Network - | Magic Kingdom Lawn | ||
| 7:00PM - 11:00PM | PFAC Park Experience 7-8PM - Guests escorted into Park 9PM - PFAC Private Party 10:15PM - VIP viewing of World of Color show - Sponsored by: Merrill Lynch, Special Needs Team - | Paradise Gardens (Disney's California Adventure Park) |
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| Saturday, May 4th • Full Conference Day 3 | ||||
| Credit Hours: 3.0 | ||||
| TIME | CEU | MCLE | ACTIVITY | LOCATION |
| 7:15AM - 2:00PM | Conference Registration Desk Open | Disneyland Grand Ballroom Registration | ||
| 7:30AM - 8:45AM | Continental Breakfast / PFAC Café | Grand Ballroom Center Lounge | ||
| 8:45AM - 10:45AM | 2.0 | Closing General Session Cultural Diversity and Ethics Viki Kind, MA, Kind Ethics | Disneyland Grand Ballroom ETHICS *VIDEO* |
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| 10:45AM - 11:00AM | PFAC Café/Break | Grand Ballroom Center Lounge | ||
| 11:00AM - Noon Track E | 1.0 | 1.0 | E1 The Interplay Between Business Entities and Fiduciary Trustees David Kim, Esq., Wright Kim Douglas, ALC Hon. Judge Brenda Penny, Los Angeles County Superior Court | Magic Kingdom Ballroom 1 ESTATE *VIDEO* |
| 1.0 | 1.0 | E2 Overview of Transfer Taxes and Income Taxation of Trusts and Estates for Fiduciaries Rebecca Van Loon, Seltzer Caplan McMahon Vitek, A.L.C | Magic Kingdom Ballroom 2 ESTATE *VIDEO* |
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| 1.0 | 1.0 | E3 Recent (and Scary) Developments in Litigation Land Mary Cataldo, Procopio, Cory, Hargreaves & Savitch, LLP | MR F-G PRACTICE MGMT |
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| 1.0 | E4 Maximizing a Settlement Award Involving Government Benefits William Lindahl, CPT Institute | Magic Kingdom Ballroom 4 PERSON |
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| 1.0 | E5 Taxability of Trust Distributions. What is DNI? Evan Sandler, CPA, MST, Onisko & Scholz, LLP, CPA | Magic Kingdom Ballroom 3 TRUST *VIDEO* |
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| 1.0 | E6 Going Forward with Reverse. A High-Level Look at Today’s Reverse Mortgage Loan Options Brad Dela Cruz, American Advisors Group | MR I-J ESTATE |
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| Noon | Conference End | |||
Schedule is subject to change without notice