Conference Schedule

Wednesday, May 1st • Pre Conference Intensives
Exclusive Exhibit Hours: 2.0
TIMECEUMCLEACTIVITYLOCATION
8:00AM - 6:00PMConference Registration Desk OpenDisneyland Grand Ballroom Registration
9:00AM - 3:00PMPFAC State Board MeetingAdventure Room
9:30AM to Noon, 1:00PM to 3:30PM5.01.0Pre 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 - 3:30PM3.0Pre-Conference Intensive A
Insurance from A-Z

Frank Acuña, Esq. & Tracy Regli, Esq., Acuña & Regli
MR F-G
PRACTICE MGMT
4:30PM - 5:30PMSponsor and Exhibitor Appreciation ReceptionRose Court Garden
6:00PM - 8:00PMOpening Welcome Reception - Exhibit HallDisneyland Exhibit Hall
Thursday, May 2nd • Full Conference Day 1
Credit Hours: 7.5 • Exclusive Exhibit Hours: 3.25
TIMECEUMCLEACTIVITYLOCATION
6:30AM - 4:30PMConference Registration Desk OpenDisneyland Grand Ballroom Registration
7:00AM - 4:30PMPFAC Connect Open (Exhibit Hall)Disneyland Exhibit Hall
7:00AM - 8:15AMContinental Breakfast / PFAC Café Disneyland Exhibit Hall
7:15AM - 8:15AM
Early Bird Track
1.0EB1
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*

1.0EB2
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*
1.0EB3
Working with Caregivers: Solutions to Common Problems

Robert Nuddleman, Nuddleman Law Firm, P.C.
Magic Kingdom Ballroom 3
PRACTICE MGMT
*VIDEO*
8:30AM - 10:30AM1.5Opening General Session
Keynote Presentation: How to Detect Lies, Fraud, and Identity Theft

Traci Brown, Body Language Expert
Disneyland Grand Ballroom
PERSON
10:30AM - Noon
Track A
1.51.5A1
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*
1.51.5A2
Administering the Tax-Motivated Trust

Peter Myers, Esq., Fox Rothschild LLP
MR I-J
TRUST
1.5A3
Aging in Place - Electronically!

Frank Acuña, Esq. & Tracy Regli, Esq., Acuña & Regli
Magic Kingdom Ballroom 4
PERSON
1.51.5A4
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*
1.5A5
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
1.5A6
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*
Noon - 1:00PMPFAC Connect Exhibit HallDisneyland Exhibit Hall
1:00PM - 2:15PM1.0Lunch 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
2:15PM - 2:45PMPFAC Connect Exhibit HallDisneyland Exhibit Hall
2:45PM - 4:15PM
Track B
1.51.5B1
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*
1.51.5B2
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
1.5B3
Mental Disorder Diagnostic Criteria and Coping Strategies

Donna Bogdanovich, CLPF, Bogdanovich Murray Professional Fiduciaries
Magic Kingdom Ballroom 2
PERSON
*VIDEO*
1.51.5B4
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
1.51.5B5
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*
1.5B6
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
4:15PM - 6:00PMMeet the Exhibitors and "Taste of PFAC" Wine Tasting
PFAC Connect (Exhibit Hall)
Disneyland Exhibit Hall
6:00PM - 7:00PMPast Presidents MeetingFrontier Board Room
6:15PM - 7:00PMNew Member Meeting & OrientationMR F-G
7:30PM - 9:00PM1.0Evening Session - Movie Night
The World's Fastest Indian

Enjoy a movie for credit along with popcorn and movie treats.





Grand Ballroom
PERSON
Friday, May 3rd • Full Conference Day 2
Credit Hours: 4.5 • Exclusive Exhibit Hours: 3.5
TIMECEUMCLEACTIVITYLOCATION
6:30AM - 4:30PMConference Registration Desk OpenDisneyland Grand Ballroom Registration
7:00AM - 4:00PMPFAC Connect Open (Exhibit Hall)Disneyland Exhibit Hall
7:00AM - 8:30AMContinental Breakfast / PFAC Café Disneyland Exhibit Hall
7:30AM - 8:30AM
Early Bird Track
1.0EB4
Death Before Divorce

Daniel Gold, Esq., TLD Law
Magic Kingdom Ballroom 1
ESTATE
*VIDEO*

1.0EB5
Navigating the Regional Center System

Jim Huyck, Huyck Consulting
Magic Kingdom Ballroom 2
PERSON
*VIDEO*
1.0EB6
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*
8:30AM to 9:30AMPFAC Connect Exhibit HallDisneyland Exhibit Hall
9:30AM - 11:00AM
Track C
1.5C1
Cannabis and the Fiduciary: What You Weed to Know

Lee-Anne Godfrey, BSN, RN, CMC, Health Management
MR I-J
PERSON
1.51.5C2
Everything You Wanted to Know about Court Accountings but Were Afraid to Ask

Francine Lee, Ernst & Young
Magic Kingdom Ballroom 2
PRACTICE MGMT
*VIDEO*
1.5C3
What Attorneys and Fiduciaries Should Know About Representing Clients in a Real Estate Transaction

Jean Shrem, Esq., Shrem Law
Magic Kingdom Ballroom 4
ESTATE
1.5C4
SNT Trust Administration for the Mentally Ill Beneficiary

Meredith Taylor, CLPF, IMT Associates
Magic Kingdom Ballroom 1
TRUST
*VIDEO*
1.5C5
Medi-Cal Appeals, Probate Code 3100, and Alternatives to Conservatorships

Carlos Arcos, Esq., Carlos A. Arcos, A Law Corporation
MR F-G
PERSON
1.5C6
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*
11:00AM - 12:30PMPFAC Connect Exhibit HallDisneyland Exhibit Hall
12:30PM - 1:45PM1.0Lunch 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
1:45PM - 3:15PMPFAC Connect (Exhibit Hall)Disneyland Exhibit Hall
3:15PM - 4:15PM
Track D
1.01.0D1
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*
1.01.0D2
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
1.0D3
Asset Administration – Identifying, Managing and Selling Assets

Andrew de Vries, Berkshire Hathaway Home Services
Magic Kingdom Ballroom 3
ESTATE
*VIDEO*
1.0D4
Managing Interactions with Personality Disordered Clients or Families

Sylvia Thompson, BA, CMC, LivHOME
Magic Kingdom Ballroom 2
PERSON
*VIDEO*
1.0D5
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
1.01.0D6
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
3:15PM - 4:45PMExhibitor Move OutDisneyland Exhibit Hall
4:30PM - 5:15PMPFAC Member Annual MeetingDisneyland Grand Ballroom
5:30PM - 8:00PMDinner Celebration
Disneyland Resort Hotel
- Sponsored by: Prudent Investors Network -
Magic Kingdom Lawn
7:00PM - 11:00PMPFAC 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)
Saturday, May 4th • Full Conference Day 3
Credit Hours: 3.0
TIMECEUMCLEACTIVITYLOCATION
7:15AM - 2:00PMConference Registration Desk OpenDisneyland Grand Ballroom Registration
7:30AM - 8:45AMContinental Breakfast / PFAC Café Grand Ballroom Center Lounge
8:45AM - 10:45AM2.0Closing General Session
Cultural Diversity and Ethics

Viki Kind, MA, Kind Ethics
Disneyland Grand Ballroom
ETHICS
*VIDEO*
10:45AM - 11:00AMPFAC Café/BreakGrand Ballroom Center Lounge
11:00AM - Noon
Track E
1.01.0E1
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*
1.01.0E2
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*
1.01.0E3
Recent (and Scary) Developments in Litigation Land

Mary Cataldo, Procopio, Cory, Hargreaves & Savitch, LLP
MR F-G
PRACTICE MGMT
1.0E4
Maximizing a Settlement Award Involving Government Benefits

William Lindahl, CPT Institute
Magic Kingdom Ballroom 4
PERSON
1.0E5
Taxability of Trust Distributions. What is DNI?

Evan Sandler, CPA, MST, Onisko & Scholz, LLP, CPA
Magic Kingdom Ballroom 3
TRUST
*VIDEO*
1.0E6
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
NoonConference End
Schedule is subject to change without notice