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
  • Paul Bartschi, Merrill Lynch Special Needs Team

Garden 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

  • Ann Koerner, National Care Advisors
  • Frank Acuna, Acuna Regli LLP
  • Herb Thomas, Kairos Fiduciary Services
  • Kevin Urbatsch, Urbatsch Law
  • Lisa Soloway, Soloway Fiduciaries

Bayview B

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

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

EB2 Safe Liquidation Of Used Vehicles From An Estate

  • Natalie Armenta, Aaero Sweet Corp.

Bayview A

07:15AM to 08:15AM
Early Bird Track

1.0 Ethics
CEU/MCLE

EB3 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 Douglas 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., KJMLAW Partners
  • 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 Li, 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 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

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

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

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

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

EB4 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

EB5 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

EB6 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
  • Deanne Belcher

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

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
  • Alexandria 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

Lunch Time 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

Regency

03:15PM to 04:15PM
Track D

1.0 Person
CEU/MCLE

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 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., Withers Berman LLP
  • Michael S. Brophy, Esq., Withers Berman LLP
  • 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, Fiduciary Real Estate Services
  • 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, ChSNC®, 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