Wednesday, August 5th - Pre-Conference Intensives
Live Stream
6:00AM to 7:00PMConference Registration Desk Open
Noon to 3PM3.0 | 3.0
Pre-Conference Intensive A
Should I Stay Or Should I Go? Evaluating Whether (Or Not) To Take A Case And What To Do If You Accept The Case

Frank Acuña, Esq. & Tracy Regli, Esq., Acuña Regli LLP; Wendy Hatch, CLPF, Hatch & Associates; Andrew de Vries, Berkshire Hathaway Home Services-Franciscan Properties; Ted Ong & Jeremy Lau, Prudent Investors Network
9:00AM to Noon
1:00PM to 3:00PM
5.0 | 5.0
Pre-Conference Intensive B
Special Needs Trust Administration: Creating the Spending Plan, Making Appropriate Distributions, and Working with Difficult Beneficiaries

Kevin Urbatsch, Esq., Urbatsch Law Firm, P.C.; Ann Koerner, National Health Care Advisors; Herb Thomas, CLPF, Herb Thomas & Associates; Daniel Cutter, CRPC, Merrill Lynch Special Needs Team
9:00AM to 1:00PM4.0 | 0.0
Pre-Conference Intensive C
California Exam Review Course

Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
5:00PM to 7:00PMNetworking Reception
Thursday, August 6th
Live Stream
6:30AM to 5:00PMRegistration Desk Open
7:30AM to 8:30AMNetworking Breakfast
8:30AM to 10:00AM1.0 | 1.0
Where's the FUN in DysFUNctional Families: Interactive Case Studies
Hon. Judge Mary Thornton House (Ret.), ARC; Lauriann Wright, Esq., Wright Kim Douglas ALC; Brenda Shorkend, Shorkend Care Management; Robert A. Earnest, Esq., Earnest Trust Management
10:00AM to 11:00AMZoom Breakout Meetings – Topical Networking Groups
11:00AM to 11:30AMNetworking Break
11:30AM to 1:00PM1.5 | 1.5
Probate Administration - Soup to Nuts
Merrianne Dean, Esq., The Dean Law Group, APLC
1:30PM to 2:30PMZoom Breakout Meetings – Topical Networking Groups
2:30PM to 3:00PMNetworking Break
3:00PM to 4:30PM1.5 | 1.5
Trust Distributions and Drafting: Perspective From Our Gigs
Stephen Dale, Esq., The Dale Law Firm P.C.; Peter Wall, True Link Financial
Friday, August 7th
Live Stream
6:30AM to 5:00PMRegistration Desk Open
7:00AM to 8:00AMNetworking Breakfast
8:00AM to 9:30AM1.5 | 1.5
Helping Fiduciaries Understand the Court's Perspective
Hon. Judge Roger Lund, Ventura County Superior Court; Paul Bartschi, Merrill Lynch Special Needs Team
9:30AM to 10:00AMNetworking Break
10:00AM to 11:00AMZoom Breakout Meetings – Topical Networking Groups
11:30AM to 12:30 PM1.0 | 1.0
Current Issues in Conservatorships: Assuring the Best Interests of Elders and the Vulnerable are Protected
Hon. Judge David Cowan, Los Angeles Superior Court; Tamila Jensen, Esq., Law Offices of Tamila C. Jensen P.C.; Scott MacDonald, Merrill Lynch Special Needs Team
1:00PM to 2:00PMZoom Breakout Meetings – Topical Networking Groups
2:00PM to 3:00PM1.0 | 1.0
The (Not So) Dumb Questions You Are Too Scared to Ask
Megan Moghtaderi, Esq., TLD Law; Natalie Keam, Onisko & Scholz; Caitlin Cogan, CLPF, Cogan Fiduciary Services
3:30PM to 4:30PMPFAC Annual Member Meeting
Pre-Recorded, Digital On-Demand Sessions
Accessible June 24 through August 8, 2020
TRUST1.0 | 1.0Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
Ricsie M. Hernandez, Esq. - Brierton, Jones & Jones, LLP; Paul Hynes - Hearthstone | Private Wealth Management
PRACTICE MGMT1.5 | 0.0Fiduciary Accountings- I Hate Accounting, Remind Me Why and How I Have to do This
Martin Harris, Harris Fiduciary Accountings
TRUST1.5 | 1.5Special Needs Trust Insurance Coverage - Dropping the Ball
Nancy Valentine, Deasy Penner Podley
PERSON1.5 | 0.0Physical and Cognitive Functional Assessments
Vincent Amazona, Care Indeed; Dr. Mehrdad Ayati, Stanford University School of Medicine; Choi Chio, San Jose State University
PERSON1.5 | 1.5Normal Aging or Elder Abuse? How Insufficient Staffing Can Lead to Avoidable Injuries in Assisted Living Facilities
Kathryn Stebner, Esq.& Deena Zacharin, Esq., Stebner & Associates
ESTATE1.5 | 1.5Contested Nonprobate Transfers
Matthew Owens, Esq., Withers Bergman LLP
PRACTICE MGMT1.0 | 1.0 How to Avoid Environmental Liability
Steven Hoch, Esq., Clark Hill PLC
TRUST1.5 | 1.5Trustee Unchained: Decanting Has Come to California
Patrick A. Kohlmann, Esq., Temmerman, Cilley & Kohlmann LLP
ETHICS1.0 | 1.0Financial Standard of Care - With A Focus on Ethics
Jeff Marvan, Esq., MarvanLaw, A.P.C.
ETHICS1.5 | 1.5When Your Job Is Being The Ethical Adult In The Room
Liza de Vries, Esq., De Vries Law, P.C.
PRACTICE MGMT1.0 | 1.0Data Security: What You Need To Know And What You Need To Do
Kai Stinchcombe, True Link
PRACTICE MGMT1.0 | 1.0Defending Yourself: Professional Fiduciary Jiu Jitsu
Loren Emmanuel, The Ace Fiduciary Group, A Non-Profit Corp.; Nathan D. Pastor, Law Offices of Nathan D. Pastor; Victor Segovia, Segovia, A Law Office

Schedule is subject to change without notice