Suggested Topics

Suggested Topics

The PFAC Education Committee will build a conference program centered around the topic areas listed below. During the application process, you will be asked to indicate which category best describes your presentation. However, the Education Committee reserves the right to make a final category determination. The descriptions below are representative of topic areas for each category.

Suggested Topic Areas for Ethics

  • Conflicts of interest – real and apparent
  • Ethical issues associated with managing a client’s assets
  • End-of-life decisions
  • Addressing issues of bias
  • Family dynamics and conflict resolution
  • Mandatory reporting requirements for elder and dependent adult abuse
  • Substituted judgement

Suggested Topic Areas for Conservator of the Person

  • Assessment of living situations
  • Communicating with adults with diminished capacity
  • Community resources, Veterans Affairs and legal remedies
  • Evaluation of residential care facilities and fiduciary concerns
  • Home care of adults with diminished capacity
  • Lanterman-Petris-Short conservatorships (LPS)
  • Medical decision making by a conservator
  • Physical and cognitive functional assessments
  • Recognizing and evaluating mental illnesses
  • Rights of residents and patients in residential, board-and-care, group living, and long-term care facilities
  • Marital and domestic partnership issues
  • Medi-Cal, Supplemental Security Income, and other public benefits
  • Medical insurance
  • Powers of attorney, abuses and remedies

Suggested Topic Areas for Conservator of Estate and Trust Administration

  • Asset recovery
  • Elder and dependent adult financial abuse and legal remedies
  • Estate taxes
  • Evaluation of investment securities
  • Tax preparation related to trust administration
  • Marital and domestic partnership issues
  • The Prudent Investors Act and authorized investments by fiduciaries
  • Real property asset management, purchases, and sales
  • Special Needs Trusts

Suggested Topic Areas for Practice Management

  • Economics of fiduciary services
  • Improving client communication skills
  • Court accountings
  • Record keeping
  • Risk management
  • Electronic security
  • Effective billing
  • Insurance
  • Legal liability