Live Stream Sessions
Wednesday, August 5th - Pre-Conference Intensives

TIMECEU | MCLETITLE
Noon to 3PM3.0 | 3.0
PRACTICE MGMT
Pre-Conference Intensive A
Should I Stay Or Should I Go? Evaluating Whether (Or Not) To Take A Case And What To Do If You Accept The Case

Frank Acuña, Esq. & Tracy Regli, Esq., Acuña Regli LLP; Wendy Hatch, CLPF, Hatch & Associates; Andrew de Vries, Andrew de Vries, MBA - Probate, Trust and Conservatorship Real Estate Broker; Ted Ong & Jeremy Lau, Prudent Investors Network
9:00AM to Noon
1:00PM to 3:00PM
5.0 | 5.0
TRUST
Pre-Conference Intensive B
Special Needs Trust Administration: Creating the Spending Plan, Making Appropriate Distributions, and Working with Difficult Beneficiaries - Part 1

Special Needs Trust Administration: Creating the Spending Plan, Making Appropriate Distributions, and Working with Difficult Beneficiaries - Part 2

Kevin Urbatsch, Esq., Urbatsch Law Firm, P.C.; Ann Koerner, National Health Care Advisors; Herb Thomas, CLPF, Herb Thomas & Associates; Daniel Cutter, CRPC, Merrill Lynch Special Needs Team
9:00AM to 1:00PM4.0 | 0.0
PRE-LICENSE
Pre-Conference Intensive C
California Exam Review Course

Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
3:30PM to 4:30PMZoom Breakout Meeting
Risk Management in the COVID-19 Era
Hosted by: Dominion Insurance Services, Inc.
Thursday, August 6th

TIMECEU | MCLETITLE
8:30AM to 10:00AM1.5 | 1.5
TRUST
Where's the FUN in DysFUNctional Families: Interactive Case Studies
Hon. Judge Mary Thornton House (Ret.), ARC; Lauriann Wright, Esq., Wright Kim Douglas ALC; Brenda Shorkend, Shorkend Care Management; Robert A. Earnest, Esq., Earnest Trust Management
10:15AM to 11:15AMZoom Breakout Meeting
What's Next - A Discussion on Restarting the Economy and Markets
Hosted by: Merrill Lynch Special Needs Team
11:30AM to 1:00PM1.5 | 1.5
ESTATE
Probate Administration - Soup to Nuts
Merrianne Dean, Esq., The Dean Law Group, APLC
1:30PM to 2:30PM1.0 | 1.0
ESTATE
Till My Conservatorship Do Us Part
Yevgeny Belous, Esq., Rodnunsky & Associates; Norine Boehmer, CLPF, Norine Boehmer Management; Gregory J. Lederman, Esq., Rodnunsky & Associates; Hon. Judge Glen M. Reiser (Ret.), JAMS
3:00PM to 4:30PM1.5 | 1.5
TRUST
Trust Distributions and Drafting: Perspective From Our Gigs
Stephen Dale, Esq., The Dale Law Firm P.C.; Peter Wall, True Link Financial
Friday, August 7th
TIMECEU | MCLETITLE
8:00AM to 9:30AM1.5 | 1.5
PRACTICE MGMT
Helping Fiduciaries Understand the Court's Perspective
Hon. Judge Roger Lund, Ventura County Superior Court; Paul Bartschi, Merrill Lynch Special Needs Team
10:00AM to 11:00AMZoom Breakout Meeting
Basics of Investing
Hosted by: Prudent Investors Network
11:30AM to 12:30 PM1.0 | 1.0
PERSON
Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected
Hon. Judge David Cowan, Los Angeles Superior Court; Tamila Jensen, Esq., Law Offices of Tamila C. Jensen P.C.; Scott MacDonald, Merrill Lynch Special Needs Team
12:45PM to1:45PMZoom Breakout Meetings
Probate, Trust & Conservatorship Real Estate Roundtable - Ask All Your Burning Fiduciary Real Estate Sales, Purchase and Property Management Questions
Hosted by: Andrew de Vries, MBA - Probate, Trust and Conservatorship Real Estate Broker
2:00PM to 3:00PM1.0 | 1.0
PERSON
The (Not So) Dumb Questions You Are Too Scared to Ask
Megan Moghtaderi, Esq., TLD Law; Natalie Keam, Onisko & Scholz; Caitlin Cogan, CLPF, Cogan Fiduciary Services