Upcoming Webinars
Schedule & Registration
May 22, 2025
Layering of Rights: Balancing Independence, Support, and Substituted Decision-Making
As supported decision-making (SDM) expands, private professional fiduciaries must navigate new challenges and potential liabilities. This session explores the layering of rights, from independent decision-making to supported assistance and full substitution. We’ll discuss the legal and practical implications of SDM, the increased responsibility for fiduciaries, and the need for thorough medical evaluations to determine an individual’s capacity. Learn best practices for balancing autonomy with protection while minimizing risk. This session is a must-attend for private professional fiduciaries, attorneys, and others involved in assisting those in need to adapt to evolving decision-making frameworks while minimizing risk.
June 5, 2025
Succession Planning & Selling Your Practice: Strategies for Estate Planning Attorneys and Professional Fiduciaries
Planning for the future of your professional fiduciary or estate planning practice is essential to ensure a smooth transition for your clients and business. This session will explore key considerations for succession planning, including structuring your practice for a seamless handoff, identifying potential successors, and maintaining client continuity. We will also discuss selling your practice, covering valuation, deal structuring, and ethical considerations when transitioning clients to a new owner. Learn how to maximize your practice’s value while safeguarding its long-term success. Whether you are considering retirement or preparing for the unexpected, this session will provide practical guidance to help you plan.
June 26, 2025
Planning and Administering SNTs for Beneficiaries with Mental Illness
Special Needs Trusts (SNTs) for beneficiaries with mental illness require careful planning to balance financial support and stability. In this webinar, Meredith Taylor, a professional fiduciary specializing in mental health cases, will discuss key considerations in SNT administration, collaboration with attorneys, and the role of Psychiatric Advance Health Care Directives in long-term care planning. Attendees will gain practical insights on managing distributions, ensuring continuity of care, and navigating the unique challenges of SNTs for individuals with psychiatric disabilities.
July 17, 2025
2025 Conservatorship Updates: Navigating New Mandatory Forms
Starting January 1, 2025, new mandatory conservatorship forms will impact petitioners, conservators, and legal professionals. This webinar will cover key changes, including the Medical Ability to Attend Hearing (GC-325), expanded Capacity Assessment (GC-335), and revised Conservatorship Care Plans (GC-355/GC-356). Learn how to navigate these updates, ensure compliance, and effectively advocate for conservatees.
August 14, 2025
Trust Protectors in Special Needs Trusts: Oversight, Authority, and Best Practices
Trust protectors play a crucial role in Special Needs Trusts (SNTs) by providing oversight, ensuring flexibility, and safeguarding the beneficiary’s long-term interests. This webinar will explore the powers and limitations of trust protectors, their role in modifying trust provisions, replacing trustees, and responding to changes in laws or the beneficiary’s needs. We’ll also discuss best practices for drafting trust protector provisions and how their authority interacts with trustees and fiduciaries in SNT administration. Join us to gain insights on when and how to incorporate a trust protector to enhance the effectiveness of a Special Needs Trust.
September 4, 2025
Directed Trusts in California: Managing Fiduciary Duties and Liabilities
California’s new Directed Trust Statute allows for the segmentation of fiduciary duties and liabilities, providing flexibility in trust administration. This webinar will explore how directed trustees, trust directors, and co-trustees can compartmentalize responsibilities to align with a settlor’s objectives. While originally designed for large trust companies, this statute applies broadly, including situations where special trustees or financial advisors play a role in trust management. Join us to learn how directed trusts can be structured, their practical applications, and key considerations for implementation. Model trust language and handout materials will be provided.
December 11, 2025
Ethical Landmines with Impaired Clients: Lessons from Herren and Spears
Recent high-profile cases, including Herren v. George S. and the conservatorship of Britney Spears, are reshaping how courts view an attorney’s duty when representing impaired or dependent clients. This ethics session explores new and emerging risks for attorneys and fiduciaries, even at the engagement stage. Learn how to identify ethical landmines early, understand your responsibilities under California law, and implement protective practices when capacity is in question.
December 16, 2025
Ethical Communication in Special Needs Trust Practice: Rules 4.2 and 4.3
This program guides attorneys and fiduciaries in navigating communication ethics under California Rules of Professional Conduct 4.2 and 4.3 within special needs planning. It addresses ethical challenges in communicating with represented and unrepresented parties, including government agencies and families, and offers practical tools such as case studies, decision trees, and templates to support compliant and effective communication in trust and benefit matters.
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