Title of Meeting:
Conflicts of Interest: What You Don't Know Can Hurt You!
Description of the meeting:
All fiduciaries owe their clients a "Duty of Loyalty." Breaching the Duty of Loyalty will subject a fiduciary to personal liability and damages. Attend this presentation to arm yourself with knowledge to CHECK FOR CONFLICTS. Attorney Frank Acuña will present information via case studies and other examples, to serve as a guide to prevent conflicts of interest such as: Personal Conflicts of Interest -- Direct Financial Conflicts -- Future or Contingent Conflicts of Interest; Conflicts Between Trusts or Fiduciaries -- The Impact of past Representation -- Identifying Adverse Client Relationships; Indirect Conflicts of Interest (Those Pesky Attorneys!) -- Attorneys -- Other Professionals -- The One Question You must Ask!; Disclosure: Opening the Kimono Is No Laughing Matter! -- The Bottom Line: Best Practices
Speaker's Name:
Frank Acuna, Esq.
CEU & MCLE:
Ethics: 1.5
Additional Information:
Frank R. Acuña is a founding partner of ACUÑA REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts.
Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.
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Venue Name and Address:
Holiday Inn, Auburn (Main Conference Room)
120 Grass Valley Hwy
Auburn, CA 95603
Date:
March 26, 2019
Time:
11:30 AM - 1:30 PM
PFAC Members Only?:
No
Members Price:
$20
Non-Member Price:
$25
Will food be served at this event?:
Yes
Food and Menu Details:
Buffet of salad and sandwiches will be provided, along with the best cookies in the world. Water, tea, coffee is included.
Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys
Agenda:
11:30 AM – Noon Gather, socialize, buffet lunch served.
Noon – 12:50 PM Presentation
12:50 PM – 1:30 PM Question / Answers
We would like to give a special thanks to our Sponsor: