Conference Schedule

Conference Schedule Is Subject To Change Without Notice

Wednesday, May 27 - Pre-Conference Intensives

TIME

CEU | MCLE

ACTIVITY

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

Pre-Conference Intensive A
Firearm Safety Training with Certificate to Transport

• Kim McGhee, Esq., Law Offices of Black & McGhee
• Paul Hynes,Aspiriant
• American Shooters

Palm 3 & 4

RECORD

09:00AM to 03:00PM

5.0

Pre-Conference Intensive B
Developing and Maintaining a Professional Fiduciary

09:00AM to 01:00PM

4.0

Pre-Conference Intensive C
Conservatorship Fundamentals & Advanced Practice Series

• Kim McGhee, Esq., Law Offices of Black & McGhee
• Markala Comfort, Comfort Fiduciary
• Monique Cain, JD CLPF
• Monica Goel, Esq., TLD Law
• Paula Kluge CLPF (Ret.)
• Teresa Green Esq. Campbell Green LLP
• Karen L. Fisher CLPF, Bishop Fiduciary
• Eric Freitag PsyD, Mt. Diablo Memory Center

04:30PM to 05:30PM

Sponsor and Exhibitor Appreciation Reception

06:00PM to 08:00PM

Opening Welcome Reception - Exhibit Hall

Thursday, May 28 - Full Conference Day 1

Credit Hours: 7.5
MCLE Hours: 6.5

TIME

CEU | MCLE

ACTIVITY

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
Track A

1.0 | 1.0

A1
The Collaborative Nature of the New GC-335 (2025): Confidential Capacity Assessment and Declaration – Probate Conservatorship

• Gary Freedman-Harvey, Ph.D.

07:15AM to 08:15AM
Track A

1.0 | 1.0

A2
Selling Squabbles: How To Sell Real Estate & Business Entities

• David Berrent, Pais Montgomery Fiduciary
• Todd Wohl, Braun International Real Estate
• Lauriann Wright, Wright Kim Douglas Law, APC

07:15AM to 08:15AM
Track A

1.0 | 1.0

A3
Fiduciary Income Tax Returns For Trusts

• Gabriel Shahin, Falcon Wealth Planning

08:30AM to 10:15AM

1.5 | 1.5

Opening General Session
Housekeeping and Opening Remarks

Legislative Process And What's New In Legilsation in 2026

• Jerry Desmond, Desmond & Desmond
• Metthew Owens, Sheppard Mullin
• Corby Sturges, Judicial Council of California
• Marilyn Kriebel, Kriebel & Associates

10:30AM to Noon
Track B

1.5 | 1.5

B1
Depletion Analysis Essentials: Planning the Life of a Special Needs Trust

• Jeremy Lau, Prudent Investors

10:30AM to Noon
Track B

1.5 | 1.5

B2
Managing Beneficiary Expectations and Family Dynamics – Practical Advice to Save Yourself From Agony and Liability Exposure

• Craig Judson and Cecilia Tsan, Bold, Polisner, Maddow, Nelson & Judson APC

10:30AM to Noon
Track B

1.5 | 1.5

B3
The $750,000 Question: Is AB 2016 Right For Your Probate Case

• Sam Price, Price Law Firm APC

10:30AM to Noon
Track B

1.5 | 0.0

B4
The Emotional Ledger: Balancing Empathy and Boundaries in Fiduciary Practice

• Regina Lark, A Clear Path LLC
• Joan McCreary, JMPO

10:30AM to Noon
Track B

1.5 | 1.5

B5
Sacramento Signals: What California’s Lawmakers and Courts Are Telling Fiduciaries

• Isabel L. Conrath and Megan A. Moghtaderi, Offit Kurman PC

10:30AM to Noon
Track B

1.5 | 0.0

B6
Empathic Fiduciary Practice at End of Life

• David Hahklotubbe, Red Kite Movement

Noon to 01:00PM

PFAC Connect (Exhibit Hall)

01:00 PM to 02:15PM

1.0 | 1.0

Lunch Time General Session
The Status of Conservatorship Proceedings Post AB 1194

• Hon. Judge Sandra Bean, Alameda County Superior Court
• Hon. Judge Virginia George, Contra Costa County Superior Court
• Hon. Judge Sabrina Schneweis-Coe, San Joaquin County Superior Court

02:15PM to 02:45PM

PFAC Connect (Exhibit Hall)

02:45PM to 04:15PM
Track C

1.5 | 1.5

C1
The Art of Making Special Needs Trusts Disbursement Defensible

• Kevin Urbatsch, The Urbatsch Law Firm P.C.

02:45PM to 04:15PM
Track C

1.5 | 1.5

C2
It’s A Trap! Don’t Fall For Fiduciary Scams

• Hon. Judge Ana Maria Luna (Ret.), Signature Resolutions
• Tamra Otten, Wright Kim Douglas ALC

02:45PM to 04:15PM
Track C

1.5 | 1.5

C3
Ethical Hot Topics

• Frank Acuña and Tracy Regli, Acuña Regli LLP

Ethics

02:45PM to 04:15PM
Track C

1.5 | 1.5

C4
The Estate Audit: What You Hope Is Done Before “Mom” Dies

• Josh Yager, Anodos Law

02:45PM to 04:15PM
Track C

1.5 | 1.5

C5
California Evictions of Holdover Occupants: “How Did You Get Here?” Unlawful and Forcible Detainer Civil Actions

• Jonathan Kurniadi, Kurniadi Realty

02:45PM to 04:15PM
Track C

1.5 | 1.5

C6
Fiduciaries’ Duty of Impartiality and Proactive Mandate Under Current Case Law

• Sarah Broomer and Stefanie S. Cutler, Ruttenberg Cutler Broomer
• Mark A. Lester, Lester & Hirschberg LLP
• Hon. Judge Roger L. Lund, Ventura County Superior Court

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

05:00PM to 06:00PM

Past Presidents Meeting

06:00PM to 07:00PM

Fiduciary Academy Student Reception

07:30PM to 09:00PM

1.5 | 0

PFAC Movie Night
Healing Voices

Friday, May 29 - Full Conference Day 2

Credit Hours: 4.5
MCLE Hours: 4.5

TIME

CEU | MCLE

ACTIVITY

06:30AM to 04:30PM

Conference Registration Desk Open

07:00AM to 04:00PM

PFAC Connect Open (Exhibit Hall)

07:00AM to 08:30AM

Breakfast / PFAC Café

07:30AM to 08:30AM
Track A

1.0 | 1.0

A4
A Trustee’s Duty of Impartiality in an Attack on a Trust Instrument – How to Avoid Losing Your License in the Cross-Fire

• Hon. Judge Glen Reiser (Ret.), JAMS

07:30AM to 08:30AM
Track A

1.0 | 1.0

A5
Planning Tips and Advice to Help Prevent Wealth Transfer and Fiduciary Litigation

• Kelly Murphy Berlingeri, Ventura County Superior Court
• Francine Lee, Ernst & Young
• Hon. Judge Roger Lund, Ventura County Superior Court

07:30AM to 08:30AM
Track A

1.0 | 0.0

A6
The Conflict Cure: Managing Family Dynamics with Confidence and Compassion

• Candice Gottlieb-Clark, Dynamic Team Solutions

08:30AM to 09:30AM

PFAC Connect (Exhibit Hall)

09:30AM to 11:00AM
Track D

1.5 | 1.5

D1
Mastering Accountings: Fiduciary Duties; Suspension and Removal; Accountings Tips; Clawbacks; Surcharge; and Fiduciary and Attorney Fees

• Hon. Judge Sandra Bean, Alameda County Superior Court
• Kelly Murphy Berlingeri, Ventura County Superior Court
• Hon. Judge Roger Lund, Ventura County Superior Court

09:30AM to 11:00AM
Track D

1.5 | 1.5

D2
Crypto Custody and Marshalling Digital Assets: A Fiduciary Framework for Trust and Estate Administration

• Jon Henderson, Echo45 Advisors

09:30AM to 11:00AM
Track D

1.5 | 1.5

D3
When a Trust Needs a Court Appointed Receiver to Deal with Litigious Parties

• Michael Muse-Fisher, Buchalter
• John Rachlin, Receivership Specialists
• Kevin Singer, The Trustees Group

09:30AM to 11:00AM
Track D

1.5 | 1.5

D4
Engaging the Whole Client: Practical Strategies Enhancing Client Well-Being Across Needs and Budgets

• Ryan Andersen, Walcott & Hartin LLC
• Kaitlin Ecabert, Meredith Eden and Kari Rogenski, The Hummingbird Project by Sage Eldercare Solutions

09:30AM to 11:00AM
Track D

1.5 | 1.5

D5
Fiduciary Takes the Stand: A Mock Breach of Fiduciary Duty Trial and Lessons From the Hot Seat

• Scott Rahn, RMO LLP
• Matthew Stein, Law Stein Anderson LLP

09:30AM to 11:00AM
Track D

1.5 | 1.5

D6
The One Big Beautiful Bill Act (OBBBA): Practical Impacts For Trustees & Fiduciaries

• Brandon Fiely, STARCARE

11:00AM to 12:30PM

PFAC Connect (Exhibit Hall)

12:30 PM to 01:45PM

Lunch Time General Session
Above And Beyond: Tales Celebrating Fiduciary Innovation And Excellence

• Hon. Judge Sandra Bean, Alameda County Superior Court
• Hon. Judge Mary Thornton House (Ret.), ARC
• Hon. Judge Ana Maria Luna (Ret.), Signature Resolutions
• Hon. Judge Roger Lund, Ventura County Superior Court

01:45PM to 03:15PM

PFAC Connect (Exhibit Hall)

03:15PM to 04:15PM
Track E

1.0 | 1.0

E1
Capacity Clash: Navigating the Interplay of Roles and Conflict in Fiduciary Practice

• Sarah Broomer, Ruttenberg Cutler Broomer LLP
• Debby Doitch, KJMLAW Partners
• Hon. Judge Mary Thornton House (Ret.), ARC
• Hon. Judge Ana Maria Luna (Ret.), Signature Resolutions

03:15PM to 04:15PM
Track E

1.0 | 1.0

E2
From Liability to Liquidation: Fiduciary Responsibilities in Cash Poor Estates

• Teresa Gorman, Fiduciary Real Estate Services
• Aaron Heisler, Orange County Superior Court

03:15PM to 04:15PM
Track E

1.0 | 1.0

E3
When Tech Meets Trust: AI & Ethical Duties for Fiduciaries

• Alexandria Goff, Goff Legal PC

03:15PM to 04:15PM
Track E

1.0 | 1.0​

E4
The Brown Ones, The Round Ones, The Capsules With Colors: Medication Management - Authority to Authorize Prescription Medication

• Dr. Steven Rubin, Adult & Geriatric Psychiatry

03:15PM to 04:15PM
Track E

1.0 | 1.0​

E5
The Truth About Discounts: They’re Not Dirty, They’re Necessary. What Fiduciaries Must Understand About Valuation, Taxes and Risk Management

• Julia Haye & Marc M. Stern, Greenberg Glusker LLP

03:15PM to 04:15PM
Track E

1.0 | 0.0​

E6
Understanding Dementia: Enhancing Care and Quality of Life

• Kathy Nelson & Amma Akwabi-Ameyaw, Visiting Angels

03:15PM to 04:45PM

Exhibitor Move Out

04:15PM to 07:00PM

Open Time

06:30PM to 09:30PM

PFAC’s Farm to Fork Dinner - Celebrating California's Heartland

Saturday, May 30 - Full Conference Day 3

Credit Hours: 3.0
MCLE Hours: 3.0

TIME

CEU | MCLE

ACTIVITY

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 | 2.0

Closing General Session
Understanding Cultural, Customary, and Religious Practices When Working With Families in California

Ethics

10:45AM to 11:00AM

PFAC Café / Break

11:00AM to Noon
Track F

1.0 | 1.0​

F1
Power Plays and Fiduciary Pitfalls: Preventing and Defending Power of Attorney Disputes

• James Bush & Monica Yun, Keystone Law Group PC
• Trevor Murphy, Professional Fiduciary Services of California

11:00AM to Noon
Track F

1.0 | 0.0​

F2
The Fiduciary Frontier: Managing the Needs of the Solo Ager in a 100-Year Life

• Lauren Clough, bQuest
• Nina Herndon, Aging Life Care Association
• Michael Mittman, West Avenue Private Wealth

11:00AM to Noon
Track F

1.0 | 1.0​

F3
An Overview of Pooled Trusts in California

• Stephen Dale, Golden State Pooled Trust
• Peter Wall, True Link Financial
• Michelle Wolf, JLA Trust

11:00AM to Noon
Track F

1.0 | 0.0​

F4
Modified Therapeutic Communities: An Evidenced Based Practice for Mental Illness

• Miranda Balbi, Lynda Kaufmann, Matthew Lilly & Crystal Roberts, Psynergy Programs Inc.

11:00AM to Noon
Track F

1.0 | 0.0​

F5
Finding, Verifying, Managing: Document Systems and Protocols That Save You Time and Protect Client Wishes

• Matthew Everson, Retired CLPF
• Sarah Trejo, Kosbie Fiduciary & CPA

11:00AM to Noon
Track F

1.0 | 1.0​

F6
2026 Annual Fiduciary Legal Update: Cases, Codes, and Court Rules that Matter

• Ben Schwefel, Murtaugh LLP
• Daniel Kim, DK Trust Law PC

Noon

Conference Adjourn

Conference Schedule Is Subject To Change Without Notice