Conference Schedule

Conference Schedule

Wednesday, May 5th - 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, May 6th - 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 Thomas H. Cahraman, Superior Court of California, County of Riverside
  • Tom Johnson, Esq., Superior Court of California, County of Riverside

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

  • Donna Bogdanovich, CLPF, Bogdanovich Murray Professional Fiduciaries
  • Sylvia Thompson, CMC, NTG, National Task Group Of Intellectual Disabilities And Dementia Practices

1.5

A3 Investment 101

  • 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

A5 Communication – A Primary Key to Success

  • Ralph Hughes, Esq., Hughes & Pizzuto APC

1.5

1.5

A6 Working with Probate Referees

  • Steven Paull, California Probate Referee
  • Anthony Cangelosi, California Probate Referee
  • Ruben Martinez, Fiduciary Real Estate Services

Noon to 1:00PM

PFAC Connect (Exhibit Hall)

1:00PM to 2:15PM

1.0

1.0

Lunch Time General Session

Effective Fee Requests – A Judicial Perspective

  • Hon. Judge David L. Belz, Superior Court of California, County of Orange
  • Hon. Judge Thomas H. Cahraman, Superior Court of California, County of Riverside
  • 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

B1 The Interrelationship of The Professional Fiduciary with Court Appointed Counsel And Guardian Ad Litem

  • 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

1.5

1.5

B4 The Fiduciary’s Role in Mediation

  • Hon. Judge Glen M. Reiser (Ret.), JAMS

1.5

1.5

B5 What You Need to Know About Entities – Whether You Are Administering One or Want to Operate Your Business As One

  • 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, May 7th - 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

EB 4  Managing Dementia-Related Behaviors in The Home: Ensuring Client Quality Of Life And Caregiver Safety

  • 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 Network
  • Susan Brooksbank, MBA, MSEE, BSME, Brooksbank Fiduciary Services and Accounting

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 Medi-Cal Planning and Other Public Benefits

  • 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

Fiduciary Standard of Care

  • 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

  • Sandra Webb, Court Investigator Superior Court of California, County of Solano
  • 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

PFAC Member Annual Meeting

6:00PM to 7:30PM

Dinner Celebration

7:30PM to 9:00PM

Beach Party

Saturday, May 8th - 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

A Fiduciary’s Guide to Boundaries: Understanding the Extent of Your Authority in Representative Capacities
ETHICS

  • 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

E2 Don’t Get Burned, Part II: A Deeper Dive into What You Need To Know Before Delegating Your Authority To Investment Professionals

  • Paul Hynes, CFP, HearthStone | Private Wealth Mangement
  • Kimberly R. McGhee, Esq., Black & McGhee
  • Jan Matthews, CLPF, SD Coastal Fiduciary Services

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

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

Noon

Conference End

Schedule is subject to change without notice