Conference Schedule Is Subject To Change Without Notice
Wednesday, May 15 - Pre-Conference Intensives
TIME
CEU | MCLE
ACTIVITY
LOCATION
08:00AM to 06:00PM
Conference Registration Desk Opens
Town & Country Foyer
09:00AM to 03:00PM
PFAC State Board Meeting
Golden State Boardroom
12:30PM to 03:30PM
3.0 | 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 1 & 2
09:00AM to Noon
3.0
Pre-Conference Intensive B
Developing and Maintaining a Professional Fiduciary Practice – Part 1
- Hon. Judge Mary Thornton House (Ret), ARC
- Heather Johnston, Sapphire Law Group
- Vanita Ones, Urban Fiduciaries
- Ali Goff, Goff Legal P.C.
- Shannon Downs, Downs Fiduciary Services
- Meredith Taylor, IMT Associates
- Robert Nuddleman, Nuddleman Law Firm
Palm 3 & 4
RECORD
01:00PM to 04:00PM
3.0
Pre-Conference Intensive B
Developing and Maintaining a Professional Fiduciary Practice – Part 2
- Hon. Judge Mary Thornton House (Ret), ARC
- Heather Johnston, Sapphire Law Group
- Vanita Ones, Urban Fiduciaries
- Ali Goff, Goff Legal P.C.
- Shannon Downs, Downs Fiduciary Services
- Meredith Taylor, IMT Associates
- Robert Nuddleman, Nuddleman Law Firm
Palm 3 & 4
RECORD
09:00AM to Noon
3.0
Pre-Conference Intensive C
California Exam Review Course
- Russ Marshall, Marshall Fiduciary Services
Palm 5 & 6
04:30PM to 05:30PM
Sponsor and Exhibitor Appreciation Reception
Palm Lawn
06:00PM to 08:00PM
Opening Welcome Reception - Exhibit Hall
Town & Country B/C/D
Thursday, May 16 - Full Conference Day 1
Credit Hours:
MCLE Hours:
TIME
CEU | MCLE
ACTIVITY
LOCATION
06:30AM to 04:30PM
Conference Registration Desk Open
Town & Country Foyer
07:00AM to 04:30PM
PFAC Connect Open (Exhibit Hall)
Town & Country B/C/D
07:00AM to 08:15AM
Breakfast
Town & Country B/C/D
07:15AM to 08:15AM
Early Bird Track
1.0 | 1.0
- Kelly Dankbar, Gary Rothstein and Evan Winet, Weintraub Tobin
Palm 1/2
RECORD
07:15AM to 08:15AM
Early Bird Track
1.0 | 1.0
EB 2
Elder Financial Exploitation – Dueling Perspectives
- Scott Rahn, RMO LLP
- Paul Greenwood, Greenwood Law Group
Palm 3/4
RECORD
07:15AM to 08:15AM
Early Bird Track
1.0
EB 3
Long Term Care Myths and Realities
- Anthony Chicotel, California Advocates for Nursing Home Reform (CANHR)
Palm 5/6
08:30AM to 10:15AM
1.5 | 1.5
Opening General Session
Housekeeping and Opening Remarks
Fulfilling Your Fiduciary Responsibilities Without Sacrificing Your Sanity
- Justice Julia Kelety, Fourth District Court of Appeal, San Diego
Town & Country Ballroom A
RECORD
10:30AM to Noon
Track A
1.5 | 1.5
A1
Managing Your Fiduciary Risk: Bonds, Errors, Omissions, Oh My!
- Kevin Kravets, Law Office of Kevin E. Kravets
- Larry Hilton, Dominion Insurance
Palm 1 & 2
RECORD
10:30AM to Noon
Track A
1.5 | 1.5
A2
Protecting Elder & Dependent Adults: Elder Abuse Restraining Orders
- Hon. Judge Ana Maria Luna, Superior Court Los Angeles County
- Hon. Judge Jessica Kronstadt, Superior Court Los Angeles County
- Sarah Broomer, Ruttenberg Cutler Broomer LLP
- Stefanie S. Cutler, Ruttenberg Cutler Broomer
Palm 3 & 4
RECORD
10:30AM to Noon
Track A
1.5
A3
Lessons in Resolving Real Property Title Report Issues
- Ruben Martinez and Teresa Gorman, Fiduciary Real Estate Services
- Ben Llorin, Fidelity National Title
Palm 5 & 6
10:30AM to Noon
Track A
1.5
A4
Bond, James Bonds: A License to Understanding Fixed Income Securities
- Jeremy Lau, Prudent Investors
Town & Country Ballroom A
RECORD
10:30AM to Noon
Track A
1.5
A5
Regional Center Services and Benefits
- Kate Kinnamont, San Diego Regional Center
Palm 7
10:30AM to Noon
Track A
1.5 | 1.5
A6
Special Needs Trusts: The Why, the Wherefore and the How to Administer
- Craig Lambourne, Ewin Lambourne Law APC
Palm 8
Noon to 01:00PM
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
01:00 PM to 02:15PM
1.0 | 1.0
Lunch Time General Session
The Court’s Expectations Of A Professional Fiduciary
- Hon. Judge Kim Hubbard (Ret.)
Town & Country Ballroom A
RECORD
02:15PM to 02:45PM
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
02:45PM to 04:15PM
Track B
1.5 | 1.5
- Hon. Judge David Belz (Ret.)
- Hon. Judge Glen Reiser (Ret.)
- Lindsey Munyer, Esq., Keystone Law Group
Palm 1 & 2
RECORD
02:45PM to 04:15PM
Track B
1.5 | 1.5
B2
Creditor Claims in Probate and Trust Administration
- Meredith Alcock, Law Office of Meredith Alcock APC
Palm 3 & 4
RECORD
02:45PM to 04:15PM
Track B
1.5 | 1.5
B3
Solutions for Real Property Tenancy Issues
- Todd Stevens, Keeny Waite & Stevens
- Mark Feinberg, Heinz & Feinberg
Palm 5 & 6
02:45PM to 04:15PM
Track B
1.5 | 1.5
B4
The Court’s View on the Perfect Accounting
- Hon. Judge Roger Lund, California Superior Court, Ventura County
- Kelly Berlingeri, California Superior Court, Ventura County
- Paul Bartschi, Merrill Lynch Special Needs
Town & Country Ballroom A
RECORD
02:45PM to 04:15PM
Track B
1.5 | 1.5
B5
Top 10 things Skilled Nursing Facilities Don’t Want You To Know! Be The Best Advocate You Can Be
- Philip P. Lindsley, Esq., San Diego Elder Law
Palm 7
02:45PM to 04:15PM
Track B
1.5 | 1.5
B6
Insurance: What Is It Good For?
- Philip Barbaro, Jr., Barbaro Chinen Pitzer & Duke LLP
- Samantha Chung Ogura, Acrisure
Palm 8
04:15PM to 06:00PM
Meet the Exhibitors and “Taste of PFAC” Wine Tasting
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
05:00PM to 05:45PM
New Member Meeting
Palm 7
05:00PM to 06:00PM
Past Presidents Meeting
Palm 8
06:00PM to 07:00PM
Fiduciary Academy Student Reception
Palm 1 & 2
07:30PM to 09:00PM
1.0
PFAC Movie Night
Alive Inside
Town & Country Ballroom A
Friday, May 17 - Full Conference Day 2
Credit Hours:
MCLE Hours:
TIME
CEU | MCLE
ACTIVITY
LOCATION
06:30AM to 04:30PM
Conference Registration Desk Open
Town & Country Foyer
07:00AM to 04:00PM
PFAC Connect Open (Exhibit Hall)
Town & Country B/C/D
07:00AM to 08:30AM
Breakfast / PFAC Café
Town & Country Foyer
07:30AM to 08:30AM
Early Bird Track
1.0
EB 4
Enhancing Client Communication: Addressing Loneliness In Aging Clients For Fiduciaries
- Shadi Gholizadeh, PhD, The Key
Palm 1 & 2
RECORD
07:30AM to 08:30AM
Early Bird Track
1.0
EB 5
The Art and Science Of Personal Property Appraising
- Morgana Blackwelder, John Moran Auctioneers & Appraisers
Palm 3 & 4
RECORD
07:30AM to 08:30AM
Early Bird Track
1.0 | 1.0
EB 6
Legal And Compassionate End Of Life Options
- Stefanie Elkins, Be Present Care
- Craig Judson, Bold Polisner Maddow Nelson & Judson
- Dr. Bob Uslander, Empowered Endings
- Jill Judson, CSC Fiduciaries
Palm 5 & 6
08:30AM to 09:30AM
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
09:30AM to 11:00AM
Track C
1.5 | 1.5
C1
Taking the “Ick” Out of Litigation: What To Know When You’re Involved In A Lawsuit
- Erika Gasaway, Hopkins Carley
- Jaime Herren, Hartog Baer Zabronsky
Palm 1 & 2
RECORD
09:30AM to 11:00AM
Track C
1.5
C2
Long Term Care Solutions on A Budget
- Kimberly McGhee, Black & McGhee, A Professional Law Corporation
Palm 3 & 4
RECORD
09:30AM to 11:00AM
Track C
1.5 | 1.5
C3
Annual Update On New Legislation And Case Law
- Matt Owens, Sheppard Mullin.
- Jenny Bratt, Sheppard Mullin
Palm 5 & 6
09:30AM to 11:00AM
Track C
1.5 | 1.5
C4
IRA & Annuities – What You Need To Know
- Sandra P. Conners, Aspiriant
- Francisco Garcia, Higgs Fletcher APLC
Town & Country Ballroom A
RECORD
09:30AM to 11:00AM
Track C
1.5
C5
Digital Duty: Fiduciaries In The Virtual World
- Anna Mouland, Bequest Finance
- Jared Ong, Prudent Investors
Palm 7
09:30AM to 11:00AM
Track C
1.5 | 1.5
C6
Professional Fiduciary Practice Administrator: How To Prepare And Administer
- Anne Rudolph, Hughes & Pizzuto
Palm 8
11:00AM to 12:30PM
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
12:30PM to 01:45PM
1.0 | 1.0
The Court’s Perspective On Professional Fiduciary Fees
- Hon. Judge Ana Maria Luna, California Superior Court, Los Angeles County
- Hon. Judge Sandra Bean, California Superior Court, Alameda County
- Hon. Judge Olga Alvarez, California Superior Court, San Diego County
Town & Country A
RECORD
01:45PM to 03:15PM
PFAC Connect (Exhibit Hall)
Town & Country B/C/D
03:15PM to 04:15PM
Track D
1.0 | 1.0
D1
2024 Conservatorship Litigation Guide For Professional Fiduciaries
- Hon. Judge Ana Maria Luna, Superior Court Los Angeles County
- Yevgeny Belous, Rodnunsky & Associates
Palm 1 & 2
RECORD
03:15PM to 04:15PM
Track D
1.0 | 1.0
D2
Tales from the Crypt: Post-Death Issues Regarding Tangible Personal
Property
- Lauriann Wright, Wright Kim Douglas ALC
- Jodi Pais Montgomery, Pais Montgomery Fiduciary
- Joe Baratta, Bonham’s
Palm 3 & 4
RECORD
03:15PM to 04:15PM
Track D
1.0 | 1.0
D3
How To Decipher Estate Planning Documents Like An Expert
- Bryan Phipps, Esq. & Jarom Phipps, Esq., Buchalter
Palm 5 & 6
03:15PM to 04:15PM
Track D
1.0
D4
Managing Dementia-Related Behaviors In The Home
- Sarah Nudel & Terry Ehlke, Windward Life Care
- Lena Huang, Alzheimer’s Association
Town & Country Ballroom A
RECORD
03:15PM to 04:15PM
Track D
1.0 | 1.0
D5
Termination Of An Administration: From Distributions To Reserves To Supplemental Accountings
- Shannon Taylor, Hughes & Pizzuto
Palm 7
03:15PM to 04:15PM
Track D
1.0 | 1.0
- Francine Lee, Ernst & Young
- Donovan Filpi, Merrill Lynch Special Needs Team
Palm 8
03:15PM to 04:45PM
Exhibitor Move Out
Town & Country B/C/D
04:15PM to 07:00PM
Open Time
06:00PM to 07:00PM
Open Time
Palm 1/2
06:30PM to 09:30PM
Monte Carlo Dinner Party
Town & Country A
Saturday, May 18 - Full Conference Day 3
Credit Hours:
MCLE Hours:
TIME
CEU | MCLE
ACTIVITY
LOCATION
07:15AM to 02:00PM
Conference Registation Desk Open
Town & Country Foyer
07:30AM to 08:45AM
Continental Breakfast / PFAC Café
Town & Country Foyer
08:45AM to 10:45AM
2.0 | 2.0
- Gregory Borawski, Jones & Jones LLP
- Ricsie Hernandez, Jones & Jones LLP
Town & Country Ballroom A
RECORD
10:45AM to 11:00AM
PFAC Café / Break
Town & Country Foyer
11:00AM to Noon
Track E
1.0 | 1.0
E1
Paying Caregivers From A Trust: Mitigating Risk To Safeguard Trust Assets
- Cheryl Severson, TEAM Risk Management Strategies
Palm 1 & 2
RECORD
11:00AM to Noon
Track E
1.0 | 1.0
E2
The Intersection Of Public Benefits And Special Needs Trust Disbursements
- Beth Misak, True Link Financial
- Karen Konvicka, Thompson McMullan, PC
Palm 3 & 4
RECORD
11:00AM to Noon
Track E
1.0 | 1.0
E3
Being Prepared for Mediation - Your Day In Court Continues!
- Debby Doitch, KJMLAW Partners, PLC
- Hon. Mary Thornton House, Ret., Alternative Resolution Centers (ARC)
- Jill Judson, CSC Fiduciaries, Inc.
Palm 5 & 6
11:00AM to Noon
Track E
1.0
E4
Serious Illness And The Gift Of Hospice & Palliative Care
- Vincent Nguyen, Salus Homecare & Hospice
Town & Country Ballroom A
RECORD
11:00AM to Noon
Track E
1.0 | 1.0
E5
Hidden Dangers in Estate Planning Documents – And How To Navigate Them
- David Greco, Esq., Kimberley Deede, Esq.
- Gian Ducic-Montoya, Esq., Chhokar Law Group, P.C.
Palm 7
11:00AM to Noon
Track E
1.0 | 1.0
E6
The Challenges Of Trust Distributions To An Entitled Generation
- Tricia Shindledecker, Law Offices of Tricia A. Shindledecker
Palm 8
Noon
Conference Adjourn