Statewide In-Person and Webinar Meeting in San Diego

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Statewide In-Person and Webinar Meeting in San Diego

Wednesday, April 12, 2023, 11:45 AM - 1:00 PM PDT

Category: Webinar + In-Person Meeting

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Meeting Title:
Professional Fiduciary Practice Administrator

Meeting Description:
This presentation will introduce us to “Professional Fiduciary Practice Administrators” as now defined by Probate Code Sections 2469 and 9765 which codifies SB 1024 which is legislation, sponsored by PFAC, that was signed into law in 2022. The presentation will cover how a Professional Fiduciary can nominate a Professional Fiduciary Practice Administrator, the process for appointment of a Professional Fiduciary Practice Administrator as successor, and the duties of a Professional Fiduciary stepping in as successor.

Speakers Name:
Ann Rudolph
Ralph Hughes

Meeting Sponsor:
True Legacy
Prudent Investors
Citizens Business Bank

CEU & MCLE:
Practice Management: 1.0

Meeting Date:
Wednesday, April 12, 2023

Meeting Time:
11:45AM - 1:00PM

Meeting Format (Hybrid):
In-Person Meeting
Online Webinar (only for those outside San Diego)

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

PFAC Members Only:
No

Meeting Price:
Fiduciaries In-Person: $10 (Lunch included)
Fiduciaries Webinar: $0
Affiliates In-Person or Webinar: $35
Non-members In Person or Webinar - $45

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes (In-Person Only)

Food and Menu Details:
Set Menu
Vegetarian option

A "BIG" thank you to our sponsors