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
An Accounting Preparation Primer AND the Court’s View of the Perfect Accounting
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
Special Needs Trust Administration: Reviewing the Fundamentals and Avoiding Common Pitfalls
Bayview B
09:00AM to 01:00PM
4.0
Pre-Conference Intensive C
California Exam Review Course
- Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
California Exam Review Course
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
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., 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 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
B3 Dulling The Razor’s Edge: Understanding, Identifying, And
Navigating The Duty Of Impartiality
- Bryan Phipps and Jarom B. Phipps, Buchalter
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
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
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
- 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
Fiduciary And Attorney Fee Declarations
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 Back to the Future: When Cash Became King Again
- Jeremy Lau, Prudent Investors
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, Ph.D, ABPdN, ABN
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
Rules Of Engagement: When You’re The Only Ethical Adult In The Room
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, 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