Upcoming Events for Professional Fiduciaries

Should I stay or Should I go? Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?

05/27/2020 12:30 PM - 3:30 PM

Organization: 25th Annual PFAC Educational Conference

Hosted by: Professional Fiduciary Association of California

One of the most nerve-wracking parts of fiduciary practice is determining whether or not to take a case. Often, this is done with minimal information, and a fiduciary must make an educated guess. Heartburn can be decreased, and chances of a successful administration increased, if a fiduciary can work with a team of professionals early to evaluate a case and to determine, “Should I Stay or Should I Go?” This pre-conference intensive focuses on case evaluation and will be presented by a multi-disciplinary team of legal, fiduciary, financial, and real estate professionals who specialize in keeping our fiduciaries out of trouble. Presenters include: Frank R. Acuña and Tracy S. Regli of Acuña Regli, LLP; Wendy Hatch of Hatch and Associates; Ted Ong and Jeremy Lau of Prudent Investors Network, Inc; and Andrew de Vries of Berkshire Hathaway Home Services.

Location: Hyatt Regency, San Francisco

Click here for more information or to register.


Thank you dinner celebration for select Professional Fiduciaries

05/28/2020 6:30 PM - 9:00 PM

Hosted by: Acuña Regli

Location: TBD

Register for this Event

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This event is free to attend.


Future Shock: A Look at Fiduciary Practice Ten Years from Now, and Beyond!

05/29/2020 7:30 AM - 8:30 AM

Organization: 25th Annual PFAC Educational Conference

Hosted by: Professional Fiduciary Association of California

Attorneys Frank Acuña and Tracy Regli are joined by Scott MacDonald of the Merrill Lynch Special Needs Team, and Lisa Soloway of Soloway Fiduciary Services as they discuss the future. What trends are occurring in our society and economy now, that will affect fiduciary practice in 2030 and beyond? How is the United States like Great Britain during the 1960s, and Japan during the 1980s? Will there be differences in the coming years, and what lessons may be used from the past? Be prepared for a discussion of 1) Population Trends and Birthrate Decline, 2) Advances (and regressions) in technology and cyber-security, 3)The housing market, and senior/assisted housing in particular, 4)Will climate change matter to seniors (and their caregivers), 5)How licensed professional fiduciaries can stay “ahead of the curve” and turn these changes into business opportunities, 6)And much more!

Location: Hyatt Regency, San Francisco

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Reverse Mortgages for Forward Thinking Fiduciaries

05/30/2020 11:00 AM - 12:00 PM

Organization: 25th Annual PFAC Educational Conference

Hosted by: Professional Fiduciary Association of California

Reverse mortgages have gotten a “bad rap” because of abuses which existed before 2000. Since then, significant protections have been enacted and reverse mortgages have become powerful asset preservation and wealth accumulation tools for elders who may come under a fiduciary’s care. Join Frank Acuña of Acuña Regli, LLP and Brad De La Cruz of American Advisors Group as they take a look at reverse mortgages and how they can form a significant part of your conservatorship, estate, and trust administration practice!

Location: Hyatt Regency, San Francisco

Click here for more information or to register.


Jumpstart Your First Trust Administration: Stuff No One Explains, Explained!

05/30/2020 11:00 AM - 12:00 PM

Organization: 25th Annual PFAC Educational Conference

Hosted by: Professional Fiduciary Association of California

Attorney Tracy S. Regli and Professional Fiduciary Lisa Soloway team up to help guide beginning fiduciaries. There are many administration details and steps not taught in any book that are important to do right. We will provide you a basic overview of the steps to jumpstart and set up a smooth sailing trust administration. We will review basic terminology, go step by step in the trust administration process and provide an overview of the most commonly used documents for trust administration purposes. We will touch on basic accounting principles, but this class will not discuss in detail trust accountings. This class will save you time in the future and let you rest easy you have laid a good foundation for your trust administration; leaving you with energy to handle the fun beneficiaries.

Location: Hyatt Regency, San Francisco

Click here for more information or to register.