Conference Schedule

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

All Locations are soon to be published

09:00AM to 03:00PM

PFAC State Board Meeting

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
  • The Glock Store San Diego

09:00AM to Noon

3.0

Bayview A

04:30PM to 05:30PM

Sponsor and Exhibitor Appreciation Reception

06:00PM to 08:00PM

Opening Welcome Reception - Exhibit Hall

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

All Locations are soon to be published

07:00AM to 04:30PM

PFAC Connect Open (Exhibit Hall)

07:00AM to 08:15AM

Breakfast

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

1.0 | 1.0

Garden Room

VIDEO ROOM

This session will be videotaped and part of the Registration PLUS Video Package

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

Bayview A

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)

Bayview B

VIDEO ROOM

This session will be videotaped and part of the Registration PLUS Video Package

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

Concourse

VIDEO ROOM

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

Garden Room

VIDEO ROOM

This session will be videotaped and part of the Registration PLUS Video Package

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

Seacliff A/B

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

Regency

10:30AM to Noon
Track A

1.5

Bayview B

10:30AM to Noon
Track A

1.5

A5
Regional Center Services and Benefits

  • Kate Kinnamont, San Diego Regional Center

Bayview A

10:30AM to Noon
Track A

1.5 | 1.5

Seacliff C/D

Noon to 01:00PM

PFAC Connect (Exhibit Hall)

10:30AM to Noon
Track A

1.5 | 1.5

Seacliff C/D

02:15PM to 02:45PM

PFAC Connect (Exhibit Hall)

02:45PM to 04:15PM
Track B

1.5 | 1.5

B1
Herding Stray Assets – the Use of Probate Code Sections 850 and 13100 and Heggstad Actions to Marshall Assets

  • Judge David Belz, California Superior Court, Orange County
  • Judge Glen Reiser (Ret.)
  • Lindsey Munyer, Esq., Keystone Law Group

Seacliff A/B

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

Garden

VIDEO ROOM

This session will be videotaped and part of the Registration PLUS Video Package

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

02:45PM to 04:15PM
Track B

1.5 | 1.5

B4
The Court’s View on the Perfect Accounting

  • Judge Roger Lund, California Superior Court, Ventura County
  • Kelly Berlingeri, California Superior Court, Ventura County
  • Paul Bartschi, Merrill Lynch Special Needs

02:45PM to 04:15PM
Track B

1.5 | 1.5

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

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

07:30PM to 09:00PM

1.0

PFAC Movie Night
Alive Inside

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

All Locations are soon to be published

07:00AM to 04:00PM

PFAC Connect Open (Exhibit Hall)

07:00AM to 08:30AM

Breakfast / PFAC Café

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

1.0

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

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

1.0 | 1.0

EB 6
Legal And Compassionate End Of Life Options

  • Stefanie Elkins
  • Craig Judson, Esq.
  • Bob Uslander
  • Jill Judson, LPF

08:30AM to 09:30AM

PFAC Connect (Exhibit Hall)

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

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

09:30AM to 11:00AM
Track C

1.5 | 1.5

C3
Annual Update On New Legislation And Case Law

  • Matt Owens, Esq.
  • Jenny Bratt, Esq. Sheppard Mullin

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, Esq.
  • Higgs Fletcher, APLC

09:30AM to 11:00AM
Track C

1.5

09:30AM to 11:00AM
Track C

1.5 | 1.5

11:00AM to 12:30PM

PFAC Connect (Exhibit Hall)

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
  • Judge Sandra Bean, California Superior Court, Alameda County
  • Hon. Judge Olga Alvarez, California Superior Court, San Diego County

01:45PM to 03:15PM

PFAC Connect (Exhibit Hall)

03:15PM to 04:15PM
Track D

1.0 | 1.0

D1
2024 Conservatorship Litigation Guide For Professional Fiduciaries

  • Hon. Judge Anna Maria Luna, Superior Court Los Angeles County
  • Yevgeny Belous, Rodnunsky & Associates

03:15PM to 04:15PM
Track D

1.0 | 1.0

D2
Post Death Personal Property Disposition Challenges

  • Lauriann Wright, Esq.
  • Jodi Montgomery, LPF
  • Joe Baratta, Bonham’s

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

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

03:15PM to 04:15PM
Track D

1.0 | 1.0

03:15PM to 04:15PM
Track D

1.0 | 1.0

03:15PM to 04:45PM

Exhibitor Move Out

04:15PM to 07:00PM

Open Time

06:30PM to 09:30PM

Monte Carlo Dinner Party

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

All Locations are soon to be published

07:30AM to 08:45AM

Continental Breakfast / PFAC Café

08:45AM to 10:45AM

2.0 | 2.0

10:45AM to 11:00AM

PFAC Café / Break

11:00AM to Noon
Track E

1.0 | 1.0

11:00AM to Noon
Track E

1.0 | 1.0​

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.

11:00AM to Noon
Track E

1.0

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.

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

Noon

Conference Adjourn

Conference Schedule Is Subject To Change Without Notice