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Fiduciary Boot Camp (CA)

Our Fiduciary Boot Camp will offer an in-depth discussion of the legal and practical issues important to professional fiduciaries.

Topics include:

  1. Court cases where professional fiduciaries are commonly appointed
  2. Employing caregivers and compliance with state regulations
  3. Investment standards and rules for professional fiduciaries
  4. Protecting fiduciaries from liability
  5. Ethical rules governing the profession and their application to everyday situations
  6. Billing practices and fees petitions for matters under Court supervision
  7. Forms and procedures
  8. Neutrality in multi-party matters
  9. How to best grow your practice and avoid common pitfalls
  10. Accounting and recordkeeping practices

Our panel includes a diverse group of respected professionals, including a sitting judge, successful fiduciaries, attorneys who represent those fiduciaries, and financial advisors with expertise in fiduciary investment standards.

 

Agenda

PRELIMINARY AGENDA – May change – check back soon.

  • Professional Fiduciaries Code of Ethics 16, Division 41, Article 4, California Code of Regulations
  • Basic Outline of Matters
    • Conservatorships
    • Guardianship
    • Probate
    • Trust Administration / Litigation
      • Special Needs Trusts
  • Neutrality and Role of Professional Fiduciary
    • Communications with outside parties
    • Dealing with difficult clients
    • Interacting with PVP attorneys and other parties
  • Investment Standards and Rules
  • Accounting and asset management
  • Establishing and growing a fiduciary practice
    • Forms and formats – give them a packet of form
    • Internal systems
    • Choosing the right clients and how to evaluate cases
    • Choosing the right representation
    • When to get out of a matter
  • Employing caregivers
  • Billing and Petitions for Fees
  • Protecting yourself from liability
    • Petition for Instructions
    • NPA
    • Insurance

Dates and Times and Locations

March 9, 2018

8:30 a.m. to 5:30 p.m. (lunch on your own)
Check in between 8:00 – 8:30 a.m.

The DoubleTree Downtown Los Angeles
120 South Los Angeles Street
Los Angeles, CA 90012

Parking:  Discounted $15 valet and $10 self park at hotel. Enter through valet/main entrance on Los Angeles Street.

(Be sure to arrive at least ten minutes before start time if you want to make sure you have a good seat)

Testimonials

The following testimonials are from our 2016 Course: Estate Planning In Depth – Litigation, Counseling, Trusts, Taxes, and More:

“I am very satisfied. I was really looking an advanced estate planning class and I was really happy I attended.” – Elizabeth Roberson, Esq.

“Very satisfied, answered questions, panel very responsive.” – Frances L. Martin, Esq.

“Very good conference covering relevant topics with strong but accessible speakers.” – Garrett Barlow, Esq.

“This program had a good balance of drafting, litigation, and tax.” – Kate Henderson, Esq.

 

Here are additional testimonials from our 2016 Protecting Your Client’s Assets program:

“Excellent. Thank you. Your table of contents covered what I wanted…very good seminar on the subject matter [with] excellent materials and excellent speeches. I wish it was two days.” – Arthur A. Graves III, Esq.

“Excellent speaker [who] kept the audience engaged…Excellent communication by the Pincus staff ahead of time.” – Danielle Barger, Esq.

“This was an excellent program…Thank you!”

 

Here are additional testimonials from our 2014 Trusts & Estates 101 program:

“Excellent!” – Mark Allen Wilson, Esq.

“Good overview of estate planning nuts and bolts.”

“Outstanding.”

“Excellent seminar for attorneys branching out into this area of estate planning.”

Faculty

Yevgeny L. Belous, Esq.

Nielsen & Rogers LLP

Yevgeny L. Belous was born in 1983 in Kiev, Ukraine.  He is fluent in Russian. He graduated in 2005 from the University of California Santa Cruz, majoring in Economics and Business Management.

Mr. Belous completed his J.D. from Thomas Cooley Law School in 2009, and was admitted to the State Bar of California in 2009. In Law school, he was a senior intern at the Sixty Plus Elder Law Clinic, which exposed him to a wide variety of legal issues facing the elderly. Since becoming an attorney, he has continued upon this path practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, and probate litigation.


Norine Boehmer
Founder/CEO
Boehmer & Mills Professional Fiduciary Services, Inc.

Check back soon for a full bio!


Aileen B. Federizo, Esq.

ElderWell

Aileen B. Federizo is a licensed, bondable professional fiduciary / conservator and founder of ElderWell.  She is a member of the Professional Fiduciaries Advisory Committee, appointed by California Governor Edmund G. Brown, Jr.  She has worked at the Alzheimer’s Association, Jewish Family Service of Los Angeles and WISE & Healthy Aging. She earned a BA in Psychology from UCLA and a Master’s of Social Work with a specialization in Gerontology and Administration from USC.  She is a member of the National Guardianship Association and Professional Fiduciary Association of California.

Aileen has worked in the field of aging since 1992.  She brings a wide range of experience gained from her work in conservatorships, long term care facilities, dementia education, care management, and adult day health centers.  Her conservatorship and professional fiduciary experience began when she served as an agent under Jewish Family Services of Los Angeles’ conservatorship program where she managed the financial and personal affairs of older and disabled adults.

 


Samuel Ingham III, Esq.

Law Offices of Samuel D. Ingham III

Check back soon for full bio!


Fees

Register by January 11th and save $25 on each registration with the Early Bird rate!  

Registration fees are per person

Individual: $425
Early Bird registration $399

Group: $399 per person for 2 or more from the same company pre-registering at the same time
Early Bird registration $380

Government employee/Non-Profit* Rate: $375
Early Bird registration $350

Law Students/paralegals*: $235 (current JD students only)
Early Bird registration $210

 

Early Bird Pricing Ends January 11th.

Program materials:

We’ve gone green.  Registration fees include an electronic copy of your handbook emailed one week in advance of the program.  Be sure to check your spam folder if you don’t see it by then.

If you prefer, you may order a hard copy of the handout to be provided the day of the program for $25. To do so, please be sure to check the box when you register. If you want a hard copy, you must order it when you register; there will not be any available for purchase the day of the program.

** Legal Aid/Non-Profit attorneys are those attorneys employed by Legal Aid/Non-Profit firms. It does not include attorneys who have their own practice, or are employed by law firms, that volunteer their time for non-profit causes or take on pro-bono cases. Full and partial scholarships may be available to a limited number of non-profit/Legal Aid attorneys, based upon registration. Please call (877) 858-3848 to discuss or email your request to info@pincusproed.com.

 

CLE Credits

CA General:  This program is approved for 7.5 units of general CLE in California.

NJ General: The LIVE session of this course is approved, under New Jersey’s CLE Approved Jurisdiction policy, for 7.5 CLE units. Pincus Professional Education is a CA Accredited Provider, which is a NJ approved jurisdiction. See the New Jersey State CLE Board Regulations and Guidelines for further information.

NY General: The LIVE session of this course is approved, under New York’s CLE Approved Jurisdiction policy, for 7.5 CLE units. Pincus Professional Education is a CA Accredited Provider, which is a NY approved jurisdiction. See Section 6 of the New York State CLE Board Regulations and Guidelines for further information.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

Terms & Refund Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.

For policies related to audio products, please select “I want a download or CD” on the right.

$235.00$425.00 $210.00$399.00 each

Our Fiduciary Boot Camp will offer an in-depth discussion of the legal and practical issues important to professional fiduciaries.

Clear

Printed Materials

[ All attendees receive a pdf of the materials one week prior to the program. To purchase a printed hard copy, please select this option to order it now. ]

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