Upcoming Webinars

Schedule & Registration

NOON - 1pm PST

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.

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1.0 CLE I May 22 I Noon - 1pm PST

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Hon. Kim Hubbard (Retired)

Judge Hubbard recently retired after 15 years on the Orange County Superior Court, where she handled a wide range of Family Law, Probate, and LPS conservatorship matters. She brings a unique blend of practical insight and compassion to her presentations, shaped by decades of experience with complex family and elder issues.

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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.

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1.0 CLE I June 5 I Noon - 1pm PST

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Jim Cunningham

Jim Cunningham is a second-generation California attorney in his third decade of practice. Jim has helped thousands of families and individuals plan their estates—and preserve their legacies. Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz (Honors in the Major) and a Juris Doctor from Whittier College of Law.

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Ali Goff

Alexandria “Ali” Goff is the founder of Goff Legal, PC, an estate planning firm known for its client-focused approach to wills, trusts, and probate. A UC Davis Law graduate and certified performance coach, Ali frequently presents for legal and fiduciary organizations and is passionate about empowering women and business owners in their professional growth.

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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.

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1.0 CLE I June 26 I Noon - 1pm PST

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Meredith Taylor

Meredith Taylor, a Licensed Marriage and Family Therapist and California Licensed Professional Fiduciary, has been with IMT Associates since 1994 and became its sole owner in 2018. With a focus on elderly and vulnerable populations, she oversees case management services, provides client consultations, and brings decades of experience supporting individuals with complex medical, psychiatric, and developmental needs.

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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.

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1.0 CLE I July 17 I Noon - 1pm PST

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Julie Menack

Julie is a dedicated advocate for enhancing quality of life, independence, and dignity for older adults and individuals with special needs, providing holistic care plans that address both personal and financial well-being. With an MA in Gerontology and extensive experience in caregiving, fiduciary ethics, and elder abuse prevention, she is a respected educator, author, and active leader in professional organizations such as the Aging Life Care Association and the Professional Fiduciary Association of California.

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Rachel Rosenfeld

Rachel Rosenfeld is an estate planning and probate attorney who represents clients in trust administration, inheritance disputes, conservatorships, and trust and estate litigation. With a background in financial institutions and civil litigation, she brings a proactive, client-centered approach to helping individuals navigate complex legal decisions, and she currently serves as President of the Northern California Chapter of the National Academy of Elder Law Attorneys.

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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.

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1.0 CLE I August 14 I Noon - 1pm PST

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Ellen Cookman

Ellen Cookman is the principal attorney at Cookman Law, a California firm dedicated to helping families plan for the future of loved ones with special needs. A Certified Specialist in Estate Planning, Trust & Probate Law, Ellen guides clients through creating customized estate plans, trust administration, and ongoing plan maintenance to ensure long-term security and support.

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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.

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1.0 CLE I September 4 I Noon - 1pm PST

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Dennis Fordham

Dennis A. Fordham is a State Bar Certified Specialist in California Estate Planning, Probate, and Trust Law, with additional licensure in New York and advanced training in federal tax law from NYU. He is an active leader in the elder law and estate planning community, regularly writing on these topics and serving in organizations such as NAELA, the Redwood Empire Estate Planning Council, and the Lake County Law Library.

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