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Past Approved Courses
| Course Title: | 2018 Fox Rothschild Fiduciary Attorney Summit |
| Course Date(s): | February 8-10, 2018 |
| Location: | The Ritz-Carlton 8301 Hollister Avenue Santa Barbara, CA 93117 |
| Website: | http://www.foxfiduciaryattorneysummit.com/ |
| Contact Number: | 215-299-2156 |
| Cost: | $795 |
| Credit Hours: | Up to 13-General, 2-Ethics |
| Course Title: | The Basics: Mild Cognitive Impairment, Dementia, and Alzheimer's Disease |
| Course Date(s): | February 7, 2018 |
| Location: | Webinar |
| Website: | https://register.gotowebinar.com/register/6366408008573554690 |
| Contact Number: | 949-885-6126 |
| Cost: | No cost |
| Credit Hours: | 1-Conservatorship/Guardianship |
| Course Title: | 52nd Annual Heckerling Institute on Estate Planning |
| Course Date(s): | January 22-26, 2018 |
| Location: | Orlando World Center Marriott Resort |
| Website: | www.law.miami.edu/heckerling |
| Contact Number: | (305) 284-4762 |
| Cost: | $1,100 |
| Credit Hours: | 28-General |
| Course Title: | Special Needs Client Considerations – Collaborative Practice & Preservation of Essential Benefits |
| Course Date(s): | February 7, 2018 |
| Location: | 9903 Businesspark Ave., Ste. 105 San Diego, CA 92131 |
| Website: | |
| Contact Number: | 858-689-0613 |
| Cost: | No cost |
| Credit Hours: | 1-Trusts |
| Course Title: | Travel Opportunities for Individuals with Disabilities |
| Course Date(s): | December 6, 2017 |
| Location: | 9903 Businesspark Ave., Ste. 105 San Diego, CA 92131 |
| Website: | |
| Contact Number: | 858-689-0613 |
| Cost: | No cost |
| Credit Hours: | 1-Trusts |
| Course Title: | Financial Elder Abuse & Available Remedies |
| Course Date(s): | November 1, 2017 |
| Location: | 9903 Businesspark Ave., Ste. 105 San Diego, CA 92131 |
| Website: | |
| Contact Number: | 858-689-0613 |
| Cost: | No cost |
| Credit Hours: | 1-General |
| Course Title: | Return of Investment – The Efficacy of Post-Acute Therapy for Brain Injured |
| Course Date(s): | October 12, 2017 |
| Location: | 2335 Bear Valley Pkwy Escondido, CA 92027 |
| Website: | |
| Contact Number: | 760-746-3223 x5104 |
| Cost: | No cost |
| Credit Hours: | 2-Guardianship |
| Course Title: | Brain Behavior & the Neuroscience of the Mind |
| Course Date(s): | October 12, 2017 |
| Location: | 2335 Bear Valley Pkwy Escondido, CA 92027 |
| Website: | |
| Contact Number: | 760-746-3223 x5104 |
| Cost: | No cost |
| Credit Hours: | 2-Guardianship |
| Course Title: | Restorative Surgery for Severe Traumatic Brain Injury |
| Course Date(s): | October 12, 2017 |
| Location: | 2335 Bear Valley Pkwy Escondido, CA 92027 |
| Website: | |
| Contact Number: | 760-746-3223 x5104 |
| Cost: | No cost |
| Credit Hours: | 2-Guardianship |
| Course Title: | Promoting Safe Medication Management in the Elderly |
| Course Date(s): | September 21, 2017 |
| Location: | Webinar |
| Website: | https://register.gotowebinar.com/register/8360814345968105474 |
| Contact Number: | (949) 885-6126 |
| Cost: | No cost |
| Credit Hours: | 1-Conservatorship/Guardianship |
| Course Title: | Should a Special Needs Trust Pay for Private Health Insurance? |
| Course Date(s): | October 4, 2017 |
| Location: | 9903 Businesspark Ave., Ste. 105, San Diego, CA 92131 |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1-Trusts |
| Course Title: | What is Aging Life Care |
| Course Date(s): | August 2, 2017 |
| Location: | 9903 Businesspark Ave., Ste. 105, San Diego, CA 92131 |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - Conservatorship |
| Course Title: | Gender Odyssey Los Angeles Professional Conference |
| Course Date(s): | 6/28/2017-6/29/2017 |
| Website: | http://www.genderodyssey.org/los-angeles/ |
| Contact Number: | (818) 843-6000 |
| Cost: | $225-$395 |
| Approved Sessions: | Wednesday, June 28 The New Normal: The Trans-Inclusive Workplace Families in Transition: What a Clinic Can Do Trans Medical 101 Working in Partnership: A Panel of Transitioning Youth and Their Parents Legal Issues Affecting the Transgender Community Transgender & Gender-Nonconforming Elders: Living a Life of Dignity Getting It Covered: Access to Health Insurance in Uncertain Times Thursday, June 29 What's Wrong with Rights? Creating Services & Spaces for Trans People with Disabilities Providing Equal Access for Trans and Gender-Expansive Populations Transgender Awareness in the Workplace: Best Practices Supporting the Whole Family through Transition A Historical Snapshot of Transgender Standards of Care |
| Credit Hours: | Each session is 1.5 hours – General |
| Course Title: | Charitable Estate Planning Institute |
| Course Date(s): | 4/24/2017-4/27/2017 |
| Website: | http://www.ceplanninginstitute.org/ |
| Contact Number: | (615) 236-6099 |
| Cost: | $895 |
| Credit Hours: | 19.25 Trusts .5 Ethics |
| Course Title: | Special Needs Trust Foundation |
| Course Date(s): | May 3, 2017 |
| Location: | 9903 Businesspark Ave., Ste. 105, San Diego, CA 92131 |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | 51st Annual Heckerling Institute on Estate Planning |
| Course Date(s): | January 9-13, 2017 |
| Website: | http://www.law.miami.edu/heckerling/ |
| Contact Number: | (305) 284-4762 |
| Cost: | $1,080 |
| Credit Hours: | 28 - General |
| Course Title: | Fiduciary Attorney Summit |
| Course Date(s): | January 12-14, 2017 |
| Website: | http://www.fiduciaryattorneysummit.com/ |
| Contact Number: | (215) 299-2156 |
| Cost: | $99-$748 (depending on option selected) |
| Credit Hours: | 11 – General, 4 – Ethics |
| Course Title: | Role of Advocates in Education |
| Course Date(s): | February 1, 2017 |
| Website: | None |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - Guardianship |
| Course Title: | Special Needs Planning Symposium |
| Course Date(s): | February 17-18, 2017 |
| Website: | https://sntsymposium.com/ |
| Contact Number: | (415) 593-9944 |
| Cost: | $399-$489 (depending on selected courses) |
| Credit Hours: | 13 – General, 2 – Ethics |
| Course Title: | Why It Is Important to Use a CPA Who Understands Special Needs Trust Issues |
| Course Date(s): | December 7, 2016 |
| Website: | None |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - Trusts |
| Course Title: | Services Offered by San Diego Regional Center |
| Course Date(s): | November 2, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Residential Landlord Tenant Law |
| Course Date(s): | October 25, 2016 |
| Website: | http://www.kts-law.com/ |
| Contact Number: | (619) 234-1690 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Memory: How It Works, How It Fails & How To Improve It. |
| Course Date(s): | October 26, 2016 |
| Website: | www.ibpceu.com |
| Contact Number: | (805) 893-2347 |
| Cost: | $79.00 |
| Credit Hours: | 6 - General |
| Course Title: | ABLE Act (Achieving a Better Life Experience Act) |
| Course Date(s): | October 5, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Living In The Moment Conference: Challenges of Early Dementia |
| Course Date(s): | September 22, 2016 |
| Website: | http://www.elderconsult.com/ |
| Contact Number: | (650) 357-8834 x4 |
| Cost: | $70 |
| Credit Hours: | 3 - General |
| Course Title: | ABLE Act (Achieving a Better Life Experience Act) |
| Course Date(s): | September 14, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Streamlining the Court-Supervised Trust Petition Approval Process |
| Course Date(s): | August 3, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | A Developmental Approach to Autism Intervention |
| Course Date(s): | June 1, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Health Insurance Ins & Outs |
| Course Date(s): | May 4, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No cost |
| Credit Hours: | 1 - General |
| Course Title: | Brain Function and Traumatic Brain Injury, An Overview |
| Course Date(s): | April 6, 2016 |
| Website: | |
| Location: | 9903 Businesspark Avenue, Ste. 105 San Diego, CA 92131 |
| Contact Number: | (858) 689-0613 |
| Cost: | No Cost |
| Credit Hours: | 1-Trusts |
| Course Title: | 2016 Aging in America Conference |
| Course Date(s): | March 20-24, 2016 |
| Website: | http://www.asaging.org/aia |
| Contact Number: | (415) 974-9600 |
| Cost: | $385-$805 (see website) |
| Credit Hours: | Up to 27.5 Session must meet the topic requirements In Section 4444 of the California Code of Regulations. Contact the Professional Fiduciaries Bureau with any questions. |
| Course Title: | The Role of the Special Education Advocate |
| Course Date(s): | March 2, 2016 |
| Website: | |
| Contact Number: | (858) 689-0613 |
| Cost: | No Cost |
| Credit Hours: | 1-Trusts |
| Course Title: | Fiduciary Attorney Summit |
| Course Date(s): | January 28-30, 2016 |
| Credit Hours: | 3-Trust, 7-CA Court System, 2-Ethics |
| Course Title: | 50th Annual Heckerling Institute on Estate Planning |
| Course Date(s): | January 11-15, 2016 |
| Credit Hours: | 28-General |
