Conference Schedule

Conference Schedule

Conference Schedule Is Subject To Change Without Notice

Wednesday, May 4th - Pre-Conference Intensives

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

CE Category

8:00AM to 6:00PM

Conference Registration Desk Opens

9:00AM to 3:00PM

PFAC State Board Meeting

12:30PM to 3:30PM

3.0

3.0

Pre-Conference Intensive A – Establishing and Growing A Fiduciary Practice   

  • Aaron Jacobs, CLPF Sentry Services
  • Norine Boehmer, CLPF NBM Inc.
  • Yevgeny “Eugene” Belous, Esq. Rodnunsky & Associates
  • Jeffrey Marvan, Esq. Marvan Law

Practice Management

9:00AM to 12:00PM;
1:00PM to 3:00PM

5.0

5.0

Pre-Conference Intensive B  – An Accounting Preparation Primer AND The Court’s View On The Perfect Accounting  

  • Hon. Judge Roger Lund, Presiding Probate Judge Superior Court of California, County of Ventura
  • Kelly Murphy Berlingeri, Esq., Court Probate Examiner Superior Court of California, County of Ventura
  • Paul Bartschi, Vice President Merrill Lynch Special Needs Team

Estate/Trust

9:00AM to 1:00PM

4.0

0

Pre-Conference Intensive C – California Licensing Exam Review Course

  • Russ Marshall, CLPF, NMG, Marshall Fiduciary Services

4:30PM to 5:30PM

Sponsor and Exhibitor Appreciation Reception

6:00PM to 8:00PM

Opening Welcome Reception – Exhibit Hall

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
  • Scott M. MacDonald, Merrill Lynch Special Needs Team

Thursday, May 5th - General & Breakout Sessions

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

CE Category

6:30AM to 4:30PM

Conference Registration Desk Open

7:00AM to 4:30PM

PFAC Connect Open

Exhibit Hall

7:00AM to 8:15AM

Breakfast

7:15AM to 8:15AM

EB2 – Protecting Fiduciaries From Litigation

  • James J. Finsten, Esq., Lurie, Zepeda, Schmaltz, Hogan & Martin
  • Scott MacDonald, Merrill Lynch Special Needs Team
  • Aaron Gigliotti, Lurie, Zepeda, Schmaltz, Hogan & Martin

EB3 – Elder Financial Abuse Litigation and Remedies

  • Lindsey Munyer, Esq. Ll.M, Keystone Law Group, P.C.

Person

Practice Management

Person

8:30AM to 10:15AM

Opening General Session
Housekeeping and Opening Remarks

Serving Our Community of Clients; Cultural Awareness In Action

  • Vickie Intriago, CFP, Centaurus Financial
  • Regina Lark, Ph.D., A Clear Path
  • Joseph Hyungsung Lee, Esq., Law Office of Joseph Lee
  • Catalina Reynoso, Esq., Catalina Reynoso Law;

Moderator: Ron Miller, CLPF, Select Fiduciary Group

Estate

 

 

 

10:30AM to Noon Track A

A1 – Nuances of Real Estate Management and Challenging Sales In A COVID Environment  

  • Hon. Judge Clifford L. Klein (Ret.), Signature Resolution
  • David Kim, Esq., Wright Kim Douglas A.L.C.
  • Vinny Jain, MBA CPM, Ingenious Asset Group Inc.

A3 – How to Avoid Surprises Before Listing and Selling Real Property

  • Phil Barbaro, Esq., Barbaro, Chinen, Pitzer & Duke, LLP
  • Susan Ghormley, CLPF, IE Fids LLC
  • Cynthia Cohn, Cynthia Cohn & Associates, Inc.

A4 – Breaking Down The Real Language Of Dementia

  • Mary Winners, About Senior Solutions
  • Sue Feldmeth, About Senior Solutions
  • Leandra Sims, The Kensington Sierra Madre

A6 – Estate Taxes – Back by Unpopular Demand!

  • Lisa Zaragoza, Esq., Acuña Regli LLP

Estate

 

 

 

Person
(Mental Health)

 

Estate

Person

Practice Management 

Estate/Trust

Noon to 1:00PM

PFAC Connect

Exhibit Hall

 

 

1:00PM to 2:15PM

Lunch Time General Session

AB 1194 – The Legislatures Response to “Free Brittney”

  • Hon. Judge Kim R. Hubbard, Superior Court of California Orange County
  • Teresa Gorman, Law Office of Teresa Gorman

Person

 

2:15PM to 2:45PM

PFAC Connect

Exhibit Hall

 

 

2:45PM to 4:15PM Track B

B1 – Death, Divorce, Incapacity and Other Uplifting Topics of   Interest to Private Professional Fiduciaries

  • Hon. Judge Jonathan Rosenblum, Superior Court of California Los Angeles
  • Natalie Lowe, Esq., Law Office of Natalie Lowe

B2 – The Medical and Legal History of Dementia: The Ethics of Conservatee Independence  

  • Jeff Marvan, Esq., Marvan Law
  • Dr. Sarah Mourra, Geriatric Psychiatrist

B3 – Holding Financial Institutions Accountable for Financial Elder Abuse  

  • Deena Zacharin, Esq., Stebner Gertler Guadagni & Kawamoto, A Professional Law Corp.
  • Kirsten Fish, Esq., Needham Kepner & Fish, LLP

B4 – From the California House of Horrors – Selling Real Estate for Top-Dollar While Protecting Your License, Liability and Sanity!  

  • Andrew de Vries, CLPF MBA;
  • Barbara de Vries, CLPF MSW, Life Management Associates
  • Danielle P. Barger, Esq., Barger & Battiest Law A.P.C;
  • Ronald L. Greenwald, MBA SRES, Greenwald & Gerke

Person

Person

Estate

Estate 

 

Person
(Mental Health)

Practice Management 

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

PFAC Movie Night
The Father

Friday, May 6th - General & Breakout Sessions

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

CE Category

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

EB4 – Litigation and the Private Professional Fiduciary: When Sitting on the Sidelines is Not an Option  

  • Mary deLeo, Esq., Weintraub Tobin
  • Edward J. Corey, Jr. Esq., Weintraub Tobin
  • Gary D. Rothstein, Esq., Weintraub Tobin
  • Daniel C. Kim, Weintraub Tobin

EB5 – Understanding LPS Conservatorships

  • Meredith Taylor, MFT/CLPF, IMT Associates

Practice Management 

Person 
(Mental Health)

Trust

8:30AM to 9:30AM

PFAC Connect

9:30AM to 11AM Track C

C1 – Conservatorships in Action

  • Gregory J. Lederman, Esq., Rodnunsky & Associates
  • Hon. Judge Glen Reiser (Ret.), JAMS
  • Yevgeny Belous, Esq., Rodnunsky & Associates

C2 – Fundamentals of Special Needs Trust Administration, Session 1:  

  • Stephen Dale, Esq., Golden State Pooled Trust
  • Peter Wall, True Link Financial

C3 – Firearms Are Your Friends!

  • Johan Graham & Jeff Patterson, Bid Fast and Last Auctions

C4 – Person-Centered Dementia Care Basics for Fiduciaries

  • Shadi Gholizadeh, Ph.D., Home Care Assistance

C5 – Fiduciary Accounting Nightmares

  • Francine Lee, JD LLM, Ernst & Young
  • Lauriann Wright, Esq., Wright Kim Douglas A.L.C.

Person

Trust

Estate

Person

Practice Management

Trust

11:00AM to 12:30PM

PFAC Connect

Exhibit Hall

12:30PM to 1:45PM

Lunchtime General Session

Ethical Considerations for Fiduciaries and Their Counsel

  • Hon. Judge Ana Maria Luna, Superior Court of California Los Angeles
  • Sarah S. Broomer, Esq., Ruttenberg Cutler Broomer LLP

Ethics

1:45PM to 3:15PM

PFAC Connect

Exhibit Hall

3:15PM to 4:15PM Track D

D1 – Subtrust Allocation for Fiduciaries

  • Hon. Judge Ana Maria Luna, Superior Court of California Los Angeles
  • Hon. Judge Glen R. Reiser (Ret.), JAMS

D2 – Fundamentals of Special Needs Administration, Session 2:

  • Stephen Dale, Esq., Golden State Pooled Trust
  • Peter Wall, True Link Financial

D4 – Recent Updates on Cases, Statutes, and Fiduciary Regulations in Trust and Estate Law  

  • Jeremiah Moffit, Esq., Withers Berman LLP
  • Matthew Owens, Esq.
  • Catherine Swafford, Withers Berman LLP

D5 – Breslin v. Breslin (2021) 62 Cal.App.5th 801 – New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and Probate Administrations  

  • Mark A. Lester, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
  • Katherine H. Becker, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
  • Rennee R. Dehesa, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP
  • Eric A. Hirschberg, Esq., Lester, Schuck, Becker, Dehesa & Hirschberg LLP

D6 – Limited Liability Companies – The New Fiduciary Frontier

  • Frank Acuña, Esq.& Tracy Regli, Esq., Acuña Regli LLP

Trust

Trust

Practice Management

Estate

Estate/Trust

Practice Management 

3:15PM to 4:45PM

Exhibitor Move Out

6:00PM to 8:00PM

Dinner Celebration

8:30PM to Close

Party in the Park

Saturday, May 7th - General & Breakout Sessions

Exclusive Exhibit Hours: 0.0

TIME

CEU

MCLE

ACTIVITY

CE Category

7:15AM to 2:00PM

Conference Registration Desk Open

7:30AM to 8:45AM

Continental Breakfast / PFAC Café

8:45AM to 10:45AM

Closing General Session

Learn From The Experience of Others!  What Historic “Court Decisions” Can Teach You About Being a Better Fiduciary!  

  • Hon. Judge Mary Thornton House (Ret.), ARC
  • Paul D. Epstein, Esq., Acuña Regli LLP
  • Jill Judson, CLPF, CSC Fiduciaries

Ethics

8:45AM to 10:45AM

PFAC Café/Break

11:00AM to Noon Track E

E1 – Distributions: Understanding Legal and Tax Consequences

  • Rebecca Van Loon, Esq., Solomon Ward Seidenwurm & Smith LLP
  • Kristin Kaminski, Esq., Maxey Kaminski, A Law Corporation

E3 – Using Creativity and Connection to Enhance Quality of Life

  • Kari Rogenski, LMFT, The Hummingbird Project by Sage Eldercare Solutions

E4 – Trust Administration 101: The Basics of Trust Administration From The Attorney and Trustee Perspective  

  • Alex Chen, Esq., Acuña Regli LLP
  • Lisa M. Soloway, CLPF, Soloway Fiduciaries, Inc.

E5 – Avoidable Sexual Assault and Other Traumatic Injuries in Long-Term Care Facilities  

  • Deena Zacharian, Esq. & Karman Guadagni, Esq. Stebner Gertler Guadagni & Kawamoto, A Professional Law Corp.

E6 – The California End of Life Option Act – What Have We Learned In The Past Five Years And Why Is It Still Controversial Today?  

  • Craig Judson, Esq., Bold Polisner Maddow Nelson & Judson, APC
  • Jill Judson, CLPF, CSC Fiduciaries
  • Kyla J. Hale, Esq., Bold, Polisner, Maddow, Nelson & Judson, APC

Trust

Estate

Person
(Mental Health)

Trust

Person

Person

Noon

Conference End

* Ticketed events