Wednesday, May 27th - Pre-Conference Intensives
Exclusive Exhibit Hours: 2.0
TIMECEU | MCLEACTIVITY
8:00AM to 6:00PMConference Registration Desk Open
9:00AM to 3:00PMPFAC State Board Meeting
12:30PM to 3:30PM3.0 | 3.0
PRACTICE MGMT
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
TRUST
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, Kairos Fiduciary Services; Daniel Cutter, CRPC, Merrill Lynch Special Needs Team
9:00AM to 1:00PM4.0 | 0.0
PRE-LICENSE
Pre-Conference Intensive C
California Exam Review Course
Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
3:45PM to 4:45PMSpeed Lead Sessions
4:30PM to 5:30PMSponsor and Exhibitor Appreciation Reception
6:00PM to 8:00PMOpening Welcome Reception - Exhibit Hall
Thursday, May 28th - Full Conference Day 1
Credit Hours: 6.5 • Exclusive Exhibit Hours: 3.25
MCLE Hours: 5.0
TIMECEU | MCLEACTIVITY
6:30AM to 4:30PMConference Registration Desk Open
7:00AM to 4:30PMPFAC Connect Open (Exhibit Hall)
7:00AM to 8:15AMContinental Breakfast / PFAC Café
7:15AM to 8:15AM
Early Bird Track
1.0 | 1.0
TRUST



EB1
Don'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; Apollo Lupescu, Dimensional Fund Advisors
1.0 | 1.0
PRACTICE MGMT
EB2
Defending Yourself: Professional Fiduciary Jiu Jitsu

Victor Segovia, Esq., Segovia, A Law Office; Nathan Pastor, Esq., Law Offices of Nathan D. Pastor; Loren Emmanuel, CLPF, The Ace Fiduciary Group, A Non-Profit Corp.
1.0 | 1.0
TRUST
EB3
Timing & Tax Issues for Finalizing Estates & Trusts

John Grimes, CPA, Grimes and Company
8:30AM to 10:30AM1.5 | 0.0
PERSON
Opening General Session
Housekeeping and Opening Remarks

Julie Sugita, President
Opening Remarks
Rebecca May, PFB Bureau Chief
Economy of Kindness: How Kindness Transforms Your Bottom Line
Linda Cohen
10:30AM to Noon
Track A
1.5 | 1.5
ESTATE
A1
Till My Conservatorship Do Us Part

Hon. Judge Glen Reiser (Ret.), JAMS; Yevgeny Belous, Esq., Rodnunsky & Associates; Lauriann Wright, Esq., Wright Kim Douglas ALC; Norine Boehmer, CLPF, BGM Associates
1.5 | 0.0
PRACTICE MGMT
A2
Fiduciary Accountings – I Hate Accounting, Remind Me Why And How I Have To Do This

Martin Harris, Harris Fiduciary Accounting Services
1.5 | 0.0
PRACTICE MGMT
A3
Ethical Billing Practices

Russ Marshall, NMG, CLPF, Marshall Fiduciary Services
1.5 | 1.5
TRUST
A4
Insurance Coverage - Dropping the Ball

Nancy Valentine, Deasy Penner Podley; Kristi Dean, Esq., Stone Dean LLP
1.5 | 1.5
TRUST
A5
Distributions, Distributable Net Income and Taxes: A Road Map for the Fiduciary

Evan Sandler, CPA , Onisko & Scholz, LLP
1.5 | 0.0
PERSON
A6
Physical and Cognitive Functional Assessments

Vincent Amazona, Care Indeed; Dr. Mehrdad Ayati, Stanford University School of Medicine; Choi Chio, San Jose State University
Noon to 1:00PMPFAC Connect (Exhibit Hall)
1:00PM to 2:15PM1.0 | 1.0
PERSON
Lunch Time General Session
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
2:15PM to 2:45PMPFAC Connect (Exhibit Hall)
2:45PM to 4:15PM
Track B
1.5 | 1.5
ESTATE
B1
To Sell or Not To Sell - That Is the Question

Hon. Judge Brenda Penny, Los Angeles Superior Court Probate Division; LeAnne Maillian, Esq., Los Angeles County Bar; Nancy Sanborn, The Sanborn Team
1.5 | 1.5
PERSON
B2
Normal Aging or Elder Abuse? How Insufficient Staffing Can Lead to Avoidable Injuries in Assisted Living Facilities

Kathryn Stebner, Esq. & Deena Zacharin, Esq., Stebner & Associates
1.5 | 1.5
PERSON
B3
Avoiding the Legal Pitfalls for Fiduciaries Involved in Home Care

Elizabeth Murphy, Esq. & Michaelle Baumert, Esq., Jackson Lewis, PC
1.5 | 1.5
TRUST
B4
Trust Distributions and Drafting: Perspective From Our Gigs

Stephen Dale, Esq., The Dale Law Firm P.C.; Peter Wall, True Link Financial
1.5 | 1.5
ESTATE
B5
Probate Administration - Soup to Nuts

Merrianne Dean, Esq., The Dean Law Group, APLC
1.5 | 1.5
ESTATE
B6
Contested Nonprobate Transfers

Matthew Owens, Esq., Withers Bergman LLP
4:15PM to 6:00PMMeet the Exhibitors and "Taste of PFAC" Wine Tasting
PFAC Connect (Exhibit Hall)
6:00PM to 7:00PMPast Presidents Meeting
6:15PM to 7:00PMNew Member Meeting & Orientation
7:00PM to 9:00PMPFAC Bay Cruise
Friday, May 29th - Full Conference Day 2
Credit Hours: 4.5 • Exclusive Exhibit Hours: 3.5
MCLE Hours: 4.5
TIMECEU | MCLEACTIVITY
6:30AM to 4:30PMConference Registration Desk Open
7:00AM to 4:00PMPFAC Connect Open (Exhibit Hall)
7:00AM to 8:30AMContinental Breakfast / PFAC Café
7:30AM to 8:30AM
Early Bird Track
1.0 | 0.0
ESTATE
EB4
Clients & Clutter: Resources and Strategies for Managing Clients' Personal Belongings

Cindy Hofen, Managing Moves and More; Marty Stevens-Heebner, Clear Home Solutions
1.0 | 1.0
PRACTICE MGMT
EB5
How to Avoid Environmental Liability

Steven Hoch, Esq., Clark Hill PLC
1.0 | 0.0
PRACTICE MGMT
EB6
Future Shock: A Look at Fiduciary Practice Ten Years from Now and Beyond!

Frank Acuña, Esq. & Tracy Regli, Esq., Acuña Regli LLP; Scott MacDonald, Merrill Lynch Special Needs Team, Elizabeth "Lisa" Soloway, CLPF, Soloway Fiduciaries Inc.
8:30AM to 9:30AMPFAC Connect (Exhibit Hall)
9:30AM to 11:00AM
Track C
1.5 | 1.5
PRACTICE MGMT
C1
Helping Fiduciaries Understand the Court's Perspective

Hon. Judge Roger Lund, Ventura County Superior Court; Paul Bartschi, Merrill Lynch Special Needs Team
1.5 | 1.5
TRUST
C2
Trustee Unchained: Decanting Has Come to California

Patrick A. Kohlmann, Esq., Temmerman, Cilley & Kohlmann LLP
1.5 | 1.5
ESTATE
C3
Administering the Digital Estate

David Little, Esq., Hartog Baer & Hand, APC
1.5 | 0.0
PERSON
C4
How Assets are Treated by Medi-Cal

Paula Kluge, CLPF, Sunrise Fiduciary
1.5 | 1.5
TRUST
C5
Best Practices for Fiduciaries: So You've Been Named Trustee; Now What?

Mary deLeo, Esq.; Edward Corey, Jr., Esq.; Gary Rothstein, Esq.; Carlena Tapella, Esq., Weintraub Tobin
1.5 | 0.0
PERSON
C6
Hoarding: The Stuff Is Just The Surface

Joan McCreary, JMPO
11:00AM to 12:30PMPFAC Connect (Exhibit Hall)
12:30PM to 1:45PM1.0 | 1.0
ESTATE
Lunch Time General Session
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
1:45PM to 3:15PMPFAC Connect (Exhibit Hall)
3:15PM to 4:15PM
Track D
1.0 | 1.0
PERSON
D1
Effective Use of Substituted Judgment Petitions to Protect Your Clients

Hon. Judge Glen Reiser (Ret.), JAMS; Scott Schomer, Esq., Schomer Law Group
1.0 | 1.0
PRACTICE MGMT
D2
The (Not So) Dumb Questions You Are Too Scared to Ask

Megan A. Moghtaderi, Esq., TLD Law; Natalie Keam, Onisko & Scholz; Caitlin Cogan, CLPF, Cogan Fiduciary Services
1.0 | 1.0
ETHICS
D3
Financial Standard of Care - With A Focus on Ethics

Jeff Marvan, Esq., MarvanLaw, A.P.C.; Aaron Jacobs, CLPF, Sentry Services
1.0 | 1.0
TRUST
D4
Navigating the Tightrope of Trust Administration and Four Tricky Administration Issues

Vivian Rivera, Esq.; Stacie Nelson, Esq.; Robert Barton, Esq., Holland & Knight LLP
1.0 | 1.0
TRUST
D5
A Complex Trust Administration

Ron Miller, CLPF, Select Fiduciary Group
1.0 | 0.0
PERSON
D6
Service Dogs WTF....TD (What's The Fiduciary....To Do!)

Joanne Mueller & Charmaine Stainbrook, Canine Companions For Independence
3:15PM to 4:45PMExhibitor Move Out
4:30PM to 5:30PMPFAC Member Annual Meeting
6:00PM to 7:30PM25th Anniversary Reception
7:30PM to 9:00PM25th Anniversary Dinner Celebration
Saturday, May 30th - Full Conference Day 3
Credit Hours: 4.0
MCLE Hours: 4.0
TIMECEU | MCLEACTIVITY
7:15AM to 2:00PMConference Registration Desk Open
7:30AM to 8:30AM1.0 | 1.0
PERSON
Breakfast and a Movie
Happy
(Yes, this is A Movie About Happiness
8:45AM to 10:45AM2.0 | 2.0
ETHICS
Closing General Session
When Your Job Is Being The Ethical Adult In The Room

Liza de Vries, Esq., De Vries Law, P.C.
10:45AM to 11:00AMPFAC Café/Break
11:00AM to Noon
Track E
1.0 | 1.0
PERSON
E1
The Sword and Shield of Elder Financial Abuse Litigation: How to Fight for and Protect the Victims of Elder Abuse

Kelly Dankbar, Esq.; Danielle Diebert, Esq.; Daniel Kim, Esq.; Leslie Kolafa, Esq., Weintraub Tobin
1.0 | 0.0
PRACTICE MGMT
E2
Data Security: What You Need To Know And What You Need To Do

Kai Stinchcombe, True Link
1.0 | 1.0
ESTATE
E3
Powers of Attorney and Health Care Directives: Duties, Liabilities and Ethical Considerations

Kathleen Durrans, Esq., Aaron Riechert, Carpol & Riffle, ARC
1.0 | 1.0
ESTATE
E4
Reverse Mortgage for Forward Thinking Fiduciaries

Frank Acuña, Esq., Acuña Regli LLP; Brad Dela Cruz, American Advisors Group
1.0 | 1.0
TRUST
E5
Protecting the SNT Trustee When Dealing with Courts, Public Benefits and Families

Nancy Reinhardt, Esq., Law Offices of Nancy Reinhardt; Ruth Phelps, Esq., Phelps Law Group; Ann Koerner, National Care Advisors
1.0 | 1.0
TRUST
E6
Jumpstart Your First Trust Administration: Stuff No One Explains, Explained!

Tracy Regli, Esq., Acuña Regli LLP; Elizabeth "Lisa" Soloway, CLPF, Soloway Fiduciaries, Inc.
NoonConference End

Schedule is subject to change without notice