24 February 2010, 3:08 pm
For fiduciaries and estate planning professionals practicing in California there is a great opportunity to get some interesting and innovative continuing education at the upcoming Collaborative Practice statewide conference. The Nikko Hotel in San Francisco is housing the fifth annual CPC conference on April 23-25. Continuing education credits are offered for private fiduciaries, attorneys, MFTs, LCSWs, psychologists, CFPs and others.
Keynote speakers and programs are being offered by an impressive array of professionals and the subject matters are diverse and relevant to those of us practicing in the Elder Law arena. 18 workshops of three hours each teach a wide variety of skills to participants and cover subjects such as recognizing and assessing high-conflict personalities early on in the estate planning and administrative process; how to approach interest-based negotiation and advocacy without getting locked in power struggles; how to defuse defensive responses; and exploring attractive alternatives to families facing litigation conflicts about probate and concerning incapacitated elders.
One particular workshop offered is dubbed “Grief Matters” and it explores the significant impact grief plays in the administrative process. Grief is a pervasive and powerful component of both family law and probate cases and understanding its manifestations in your clients and families will provide a significant advantage to professionals practicing in these areas. It is a complex process that warrants close examination and understanding.
For more information about the conference contact Paula Jackson, conference coordinator, at paula@gneo.net.
4 September 2009, 1:48 pm
The week of November 4th, 5th, and 6th, the Professional Fiduciary Association of California, PFAC, will be holding it´s fall conference in Santa Rosa. The theme of this year´s symposium is “Growing and Cultivating our Industry” and will feature professionals throughout Sonoma County and California. Over the course of three days, speakers and panelists will discuss several key topics, including ethical investing, the management of litigating beneficiaries, and handling real estate in today´s economy.
Some exciting modules will offered this year highlighting technology in the sphere of elder care and informational sessions discussing the workings of the human brain. In this day and age, it is essential that professionals working with elderly and incapacitated clients be able to offer high-quality services using accessible 21st century technology. With this in mind, it is also important to understand, from a scientific viewpoint, what are the principal causes and symptoms of failures and disease in the brain, and how they effect a persons ability to communicate. Leading psychiatrists, neurologists, and psychologists will discuss ways that professional fiduciaries can better accommodate clients and their families. Special Needs Trusts will be the opening subject of this highly anticipated three day conference. We look forward to seeing you there!
26 August 2009, 3:04 pm
Title: SCBA and the Trusts and Estates Section present
Incapacity Planning
Location: SCBA 37 Old Courthouse Sq. Suite 100
Link out: Sonoma County Bar Association
Start Time: 12:00pm – 2:00pm
Date: October 15, 2009
Sonoma County attorneys Anne Dennis, Esq., Maggie Flynn, Esq. and Janice Sternfield, Esq. will discuss the importance of planning for client incapacity, dealing with family members, and chosing the best possible care management services.
26 August 2009, 2:51 pm
Title: Sonoma Country Bar Association presents
Grief Matters
Location: SCBA 37 Old Courthouse Sq. Suite 100
Link: Sonoma County Bar Association
Time: 3:00pm – 6:00pm
Date: September 24, 2009
The Sonoma Country Trusts and Estate Section, Sutter VNA/Hospice, and the Collaborative Counsel of the Redwood Empire will present on September 24th, 2009 a professional panel discussion on the topic of grief.
The topic Understanding and Responding to Grief in Estates and Trusts will be examened and contextualized by various invited professionals from the Sonoma County legal community. Shelley Ocaña has been invited as the guest fiduciary professional to discuss practical methods for dealing with grief in individuals and family members. Legal strategies will also be explored in order to expand traditional approaches to this sensitive issue.
