Conference Schedule

Conference Schedule Is Subject To Change Without Notice

Wednesday, May 7 - 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

09:00AM to 03:00PM

5.0

Pre-Conference Intensive A
Starting A Professional Fiduciary Practice

Magic Kingdom Ballroom 2

Palm 3 & 4

RECORD

09:00AM to 03:00PM

5.0

Pre-Conference Intensive B
Growing A Professional Fiduciary Practice

Magic Kingdom Ballroom 3

09:00AM to 03:00PM

3.0

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

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

Magic Kingdom Ballroom 1

09:00AM to Noon

3.0

Pre-Conference Intensive D
California Exam Review Course

• Russ Marshall, CLPF

Magic Kingdom Ballroom 4

04:30PM to 05:30PM

Sponsor and Exhibitor Appreciation Reception

06:00PM to 08:00PM

Opening Welcome Reception - Exhibit Hall

Thursday, May 8 - Full Conference Day 1

Credit Hours: 7.5
MCLE Hours: 6.5

TIME

CEU | MCLE

ACTIVITY

LOCATION

06:30AM to 04:30PM

Conference Registration Desk Open

Magic Kingdom Ballroom Foyer

07:00AM to 04:30PM

PFAC Connect Open (Exhibit Hall)

Magic Kingdom Exhibit Hall

07:00AM to 08:15AM

Breakfast

Magic Kingdom Exhibit Hall

07:15AM to 08:15AM
Early Bird Track

1.0 | 1.0

EB 1
The Role of the Fiduciary in Trust Mediation - 2025

• Hon. Judge Glen Reiser (Ret.), JAMS

Magic Kingdom Ballroom 3

This Session Will Be Recorded

07:15AM to 08:15AM
Early Bird Track

1.0 | 1.0

EB 2
Intellectual And Developmental Disabilities: Sharpening Our Cultural Competency

• Joseph H. Lee, Chang & Lee Law Firm
• Brenda Sorkend, Shorkend Care Management
• Jeanne Vosloo, Pais Montgomery Fiduciary

Cultural Competency

Magic Kingdom Ballroom 2

This Session Will Be Recorded

07:15AM to 08:15AM
Early Bird Track

1.0 | 1.0

EB 3
Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences

• Marc Stern and Julia R. Haye, Greenberg & Glusker LLP

Magic Kingdom Ballroom 1

08:30AM to 10:15AM

1.5 | 1.5

Opening General Session
Housekeeping and Opening Remarks
Turn Conflict Into Harmony

• Megan Hunter, High Conflict Institute

Ethics

Magic Kingdom Grand Ballroom

This Session Will Be Recorded

10:30AM to Noon
Track A

1.5 | 1.5

A1
Love & Marriage, Conservatorships & Dissolutions

• Hon. Judge Ana Maria Luna, Superior Court of California, Los Angeles County
• Hon Judge Mitchell L. Beckloff (Ret.), Signature Resolutions
• Sarah Broomer, Ruttenberg Cutler Broomer LLP
• Susannah (Shani) Braffman Amen, Elkins Kalt Weintraub Reuben Gartside, LLP

Magic Kingdom Ballroom 2

This Session Will Be Recorded

10:30AM to Noon
Track A

1.5 | 1.5

A2
Private Practice - Navigating Business Interests As A Fiduciary

• Kelly Dankbar, Weintraub Tobin
• Lily M. Harris, Weintraub Tobin
• Josiah M. Prendergast, Weintraub Tobin

Magic Kingdom Ballroom 3

This Session Will Be Recorded

10:30AM to Noon
Track A

1.5 | 1.5

A3
Private Practice - Navigating Business Interests As A Fiduciary

• Dr. Dana Chidekel, Neuropsychologist
• Scott Rahn, RMO LLP

Magic Kingdom Ballroom 1

10:30AM to Noon
Track A

1.5 | 1.5

A4
To Sell Or Not To Sell: 2024 New Real Property Sale Commission Rules: When Is It Time To Sell The Conservatee's Residence And Should The Seller Pay Buyer's Commission?

• Hon. Judge Craig Karlan (Ret.), ADR Services
• David Kim, Wright Kim Douglas
• Carmen Alberio (Ret.), Los Angeles County Superior Court Supervising Probate Attorney
• Brian Joy, Berkshire Hathaway Home Services California Properties

Magic Kingdom Ballroom 4

10:30AM to Noon
Track A

1.5 | 1.5

A5
The Layering Of Rights - Conservatorship, Supported Decision-Making And Preparing For What's To Come

• Hon. Judge Mary Thornton House (Ret.), ARC
• Hon. Judge Kim Hubbard (Ret.)
• Debby Doitch, KJMLAW Partners PLC

Meeting Room F/G

10:30AM to Noon
Track A

1.5 | 0

A6
Understanding Dementia: Enhancing Care And Quality Of Life

• Kathy Nelson, Visiting Angels
• Isabella Riggs, Visiting Angels

Meeting Room H/I

Noon to 01:00PM

PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

01:00 PM to 02:15PM

1.0 | 1.0

Lunch Time General Session
A View From The Bench - Planning & Investment Management

• Hon. Judge Roger Lund, Superior Court of California, Ventura County
• Hon. Judge Ana Maria Luna, Superior Court of California, Los Angeles County
• Paul Bartschi, Merrill Lynch Special Needs Team
• Donovan Filpi, Merrill Lynch Special Needs Team

Magic Kingdom Grand Ballroom

This Session Will Be Recorded

02:15PM to 02:45PM

PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

02:45PM to 04:15PM
Track B

1.5 | 1.5

B1
Keeping Up With Changes To Public Benefits

• Sheri Sudweeks, Sugai & Sudweeks LLP
• Leslie Yarnes Sugai, Sugai & Sudweeks LLP

Magic Kingdom Ballroom 2

This Session Will Be Recorded

02:45PM to 04:15PM
Track B

1.5 | 1.5

B2
Tee-ing Up For Mediation: Pre and Post Mediation Considerations

• Hon. Judge Roger Lund, Superior Court of California, Ventura County
• Hon. Judge Glen Reiser (Ret.), JAMS
• Hon. Judge Ana Maria Luna, California Superior Court, Los Angeles County
• Kelly Murphy Berlingeri, Superior Court of California, Ventura County

Magic Kingdom Ballroom 3

This Session Will Be Recorded

02:45PM to 04:15PM
Track B

1.5 | 1.5

B3
Effective Case Vetting - To Take The Case Or Pass

• Douglas Housman, Law Offices of Cain, Cain & Housman
• Meredith Taylor, IMT Associates

Magic Kingdom Ballroom 1

02:45PM to 04:15PM
Track B

1.5 | 1.5

B4
Employment Policies & Procedures Every Fiduciary (and their Clients) Should Have

• Robert Nuddleman, Nuddleman Law Firm P.C.

Magic Kingdom Ballroom 4

02:45PM to 04:15PM
Track B

1.5 | 1.5

B5
Our Fiduciary Duty: Protecting Elders From Financial Exploitation

• Jeremy Lau, Prudent Investors
• Jared Ong, Prudent Investors

Meeting Room F/G

02:45PM to 04:15PM
Track B

1.5 | 0

B6
Understanding The Fiduciary Advantage: Why Suitability Isn't Enough For Effective Beneficiary Investment Management

• Jon Henderson, Echo45 Advisors

Meeting Room H/I

04:15PM to 06:00PM

Meet the Exhibitors and “Taste of PFAC” Wine Tasting
PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

05:00PM to 05:45PM

New Member Meeting

Meeting Room F/G

05:00PM to 06:00PM

Past Presidents Meeting

Meeting Room H/I

06:00PM to 07:00PM

Fiduciary Academy Student Reception

Magic Kingdom Ballroom 2

07:30PM to 09:00PM

1.0 | 0

PFAC Movie Night
Still Alice

Magic Kingdom Grand Ballroom

Friday, May 17 - 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

Magic Kingdom Ballroom Foyer

07:00AM to 04:00PM

PFAC Connect Open (Exhibit Hall)

Magic Kingdom Exhibit Hall

07:00AM to 08:30AM

Breakfast / PFAC Café

Magic Kingdom Exhibit Hall

07:30AM to 08:30AM
Early Bird Track

1.0 | 1.0

EB 4
Tax Issues Fiduciaries Should Know

• Philip Wolf, Walker Law
• Steven Walker, Walker Law

Magic Kingdom Ballroom 2

This Session Will Be Recorded

07:30AM to 08:30AM
Early Bird Track

1.0 | 1.0

EB 5
Emotional Issues Of The Conserved

• Dr. Jon Bathori, Licensed Clinical Psychologist

Magic Kingdom Ballroom 3

This Session Will Be Recorded

07:30AM to 08:30AM
Early Bird Track

1.0 | 1.0

EB 6
Case Study Exploring The Limitations Of The Exempt Seller In The Sale Of Real Property

• Teresa Gorman, Fiduciary Real Estate Services
• Ruben Martinez, Fiduciary Real Estate Services

Magic Kingdom Ballroom 1

08:30AM to 09:30AM

PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

09:30AM to 11:00AM
Track C

1.5 | 1.5

C1
Fiduciary Planning to Prevent Litigation: 30 Strategies In Honor of PFAC's 30th Anniversary

• Hon. Judge Roger Lund, California Superior Court Ventura County
• Kelly Berlingeri, California Superior Court Ventura County
• Susan Ghormley, IE FIDS, Inc.
• LeAndra McCormick, IE FIDS, Inc.

Magic Kingdom Ballroom 2

This Session Will Be Recorded

09:30AM to 11:00AM
Track C

1.5 | 1.5

C2
Ethical Considerations for Private Fiduciaries: Safeguarding Client Interests And Navigating Professional Boundaries

• Monica Goel, TLD Law
• Kristin Yokomoto, Baker & Hostetler LLP

Ethics

Magic Kingdom Ballroom 3

This Session Will Be Recorded

09:30AM to 11:00AM
Track C

1.5 | 1.5

C3
Proposition 19 And Real Property Transfers: What's A Fiduciary To Do?

• Frank Acuna, Acuna Regli LLP

Magic Kingdom Ballroom 1

09:30AM to 11:00AM
Track C

1.5 | 1.5

C4
Case Studies On Fiduciary Breaches

• Jeremiah Raxter, RAXTER LAW

Magic Kingdom Ballroom 4

09:30AM to 11:00AM
Track C

1.5 | 1.5

C5
To Serve Or Not To Serve

• Hon. Judge Ana Maria Luna, Superior Court of California, Los Angeles County
• Sarah Broomer, Ruttenberg Cutler Broomer LLP
• Adam L. Streltzer, Attorney At Law

Meeting Room F/G

09:30AM to 11:00AM
Track C

1.5 | 1.5

C6
2025: Are Trusts Dead? AB 2016

• Amanda Sinclair, Hyden Zakheim, LLP

Meeting Room H/I

11:00AM to 12:30PM

PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

12:30PM to 01:45PM

1.0 | 1.0

Lunch Time General Session
Judicial Perspective: Exploring Opportunities To Utilize Mediation Options To Avoid Trial

• Hon. Judge David L. Belz (Ret.), Judicate West
• Hon. Judge Gerald G. Johnston (Ret.), JAMS
• Trevor Murphy, Professional Fiduciary Services
• Teresa Gorman, Fiduciary Real Estate Services

Magic Kingdom Grand Ballroom

This Session Will Be Recorded

01:45PM to 03:15PM

PFAC Connect (Exhibit Hall)

Magic Kingdom Exhibit Hall

03:15PM to 04:15PM
Track D

1.0 | 1.0

D1
Planning, Litigating, & Judging the Professional Fiduciary's Duty of Impartiality

• Hon. Judge Mary Thornton House (Ret.) ARC
• Eric Hirschberg, Lester & Hirschberg, LLP
• Mark A. Lester, Lester & Hirschberg, LLP

Magic Kingdom Ballroom 2

This Session Will Be Recorded

03:15PM to 04:15PM
Track D

1.0 | 1.0

D2
PPF Practice Administration In Action - How Does This Thing Work?

• Hon. Judge Ana Maria Luna, Superior Court of California, Los Angeles County
• Yevgeny Belous, Rodnunsky & Associates
• Stacey Haft, SJH Fiduciary Services

Magic Kingdom Ballroom 3

This Session Will Be Recorded

03:15PM to 04:15PM
Track D

1.0 | 0

D3
A Fiduciary Duty to Craft a Financial Plan for Individuals with Limited Resources

• Jeremy Lau, Prudent Investors
• Jared Ong, Prudent Investors

Magic Kingdom Ballroom 1

03:15PM to 04:15PM
Track D

1.0 | 1.0

D4
The Love Affair is Over: Professional Fiduciaries in a New Era of Accountability

• Jennifer Sawday, TLD Law
• Monica Goel, TLD Law

Magic Kingdom Ballroom 4

03:15PM to 04:15PM
Track D

1.0 | 1.0

D5
A Conservatorship Case Study: Nosy Neighbors, A Toxic Boyfriend, No Money, Suspicious Solar Panels, and the Ethics Behind It All

• Alex Chen, Acuna Regli LLP
• Sarah B. Russo, Russo Elms Roberts LLP
• Nick Landaker, TheKey
• Sharon Duncan, Duncan Fiduciary Services

Meeting Room F/G

03:15PM to 04:15PM
Track D

1.0 | 1.0

D6
What To Do With Stale Trusts

• Frank Acuna, Acuna Regli LLP
• Tracy Regli, Acuna Regli LLP

Meeting Room H/I

03:15PM to 04:45PM

Exhibitor Move Out

04:15PM to 07:00PM

Open Time

06:30PM to 09:30PM

PFAC’s Fun House – Dinner & Carnival

Adventure Lawn

Saturday, May 10 - 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

Magic Kingdom Ballroom Foyer

07:30AM to 08:45AM

Continental Breakfast / PFAC Café

Magic Kingdom Ballroom Foyer

08:45AM to 10:45AM

2.0 | 2.0

Closing General Session
Ethical Minefields: Navigating the Complexities of Elder Abuse, Conservatorships, and High Conflict Families As A Fiduciary

• Hon. Judge Jonathan Rosenbloom, Superior Court of California, Los Angeles County
• Megan Moghtaderi, Offit Kurman P.C.
• Stacy L. Reger, Ph.D, Clinical Psychologist

Magic Kingdom Grand Ballroom

This Session Will Be Recorded

10:45AM to 11:00AM

PFAC Café / Break

Magic Kingdom Ballroom Foyer

11:00AM to Noon
Track E

1.0 | 1.0

E1
The Parable Of The Blind Man And The Elephant Or The Fiduciary And The Social Security Disability Program

• Philip Barbaro, Barbaro Chinen Pitzer & Duke LLP
• Joshua W. Potter, Potter Padilla & Pfau

Magic Kingdom Ballroom 2

This Session Will Be Recorded

11:00AM to Noon
Track E

1.0 | 0.0​

E2
Pitfalls To Avoid When Preparing Fiduciary Accountings Under The New Uniform Fiduciary Income And Principal Act And Understanding DNI

• Francine Lee, Ernst & Young
• Damien Martin, Ernst & Young

Magic Kingdom Ballroom 3

This Session Will Be Recorded

11:00AM to Noon
Track E

1.0 | 0​.0

E3
New Rules, New World: Demystifying the New Real Estate Landscape (Post - NAR Settlement): What Every CLPF Needs To Know

• Paige Fingerhut Charnick, Beach Equities

Magic Kingdom Ballroom 1

11:00AM to Noon
Track E

1.0 | 1.0​

E4
“Wow! I Just Inherited A Picasso!” Generational Wealth Transfer of Fine Art, Jewelry and Tangible Personal Property

• Morgana Blackwelder, John Moran Auctioneers & Appraisers

Magic Kingdom Ballroom 4

11:00AM to Noon
Track E

1.0 | 1.0​

E5
Estate Planning & Administration In A Digital World

• Amiee Kushner, Blue Pine Fiduciary LLC
• Alexandria Goff, Goff Legal P.C.

Meeting Room F/G

11:00AM to Noon
Track E

1.0 | 1.0​

E6
The Problems We Inherit

• Valerie Uribe, Valerie Uribe, P.L.C
• Stefanie Cutler, Ruttenberg Cutler Broomer, LLP

Meeting Room H/I

Noon

Conference Adjourn

Conference Schedule Is Subject To Change Without Notice