Webinar: Recent and Proposed Developments in Conservatorship Law

  • When: Mar 17, 2022
  • Where: Webinar

On March 17, 2022, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Recent and Proposed Developments in Conservatorship Law,” led by Weintraub attorneys Mary deLeo and Danielle Diebert.

The presentation covered proposed developments in conservatorship law, including updates to the disposition of property, care plans, and sale of personal property.

Webinar: How to Get Rid of a Dead Body

  • When: Mar 23, 2022
  • Where: Webinar

On March 23, 2022, Trusts & Estates attorney Daniel Kim presented a webinar for the San Luis Obispo County Bar Association.

The webinar, titled How to Get Rid of a Dead Body, discussed challenges an individual may face when handling the remains of a late family member or friend. Because it can be overwhelming to navigate the rules and laws that govern remains at a time when the focus is on family and estate responsibilities, Daniel’s presentation covered:

Webinar – Mandatory Sexual Harassment Prevention Virtual Training: Engaging and Effective Training for Non-Supervisors and/or Supervisors

  • When: Dec 2, 2021
  • Where: December 2, 2021

The regulations regarding California’s Mandatory Sexual Harassment Prevention Training for non-supervisors and supervisors require that employers with five or more employees provide at least two hours of classroom or interactive training for supervisors and at least one hour of classroom or interactive training for non-supervisors. Training must be provided every two years.

Webinar: Best Practices for Fiduciaries

  • When: Oct 28, 2021
  • Where: Sacramento, CA

On October 28, 2021, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Best Practices for Fiduciaries,” led by Weintraub attorney Mary deLeo. Attorneys Carlena Tapella and Danielle Diebert were co-presenters.

The presentation covered the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights included case management, sale of real property and administrative procedures.