Virtual Death of a Conservatee and Final Distribution

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use
{WORKSHOP_NAME}	Adds the workshop name (if applicable)	Use
{WORKSHOP_DESCRIPTION}	Adds the workshop description (if applicable)	Use
{WORKSHOP_CREDITS}	Adds the workshop credit for related workshop (if applicable)	Use
{TOTALWORKSHOPCREDITS}	Adds the sum of all workshop credits for related event (if applicable)	Use
{Event_Start_Date_DD-MM-YYYY}	Adds the Event's Start Date in (dd-mm-yyyy).(Events Only)	Use
{Event_End_Date_DD-MM-YYYY}	Adds the Event's End Date in (dd-mm-yyyy).(Events Only)	Use
{RENEWALDATE_DD-MM-YYYY}	Adds the Member Renewal Date in (dd-mm-yyyy).	Use
{RENEWAL_DATE_MONTH_DD_YYYY}	Adds the Member Renewal Date in (Month Dth, yyyy).	Use
{INCEPTIONDATE_DD-MM-YYYY}	Adds the Member Inception Date in (dd-mm-yyyy).	Use

Death of a Conservatee and Final Distribution: When a conservatee passes away, they will often leave bank accounts, cars, furniture, and other property which should be distributed to the heirs. How does that process occur, and what is the Public Guardian’s role in that process? This seminar will give you guidance on how to wrap up the estate.

PRESENTER: Adam Pressman

Adam Pressman did his undergraduate studies at Reed College in Portland, Oregon and went to law school at McGeorge School of Law in Sacramento. Mr. Pressman retired from the Shasta County Counsel’s Office after 16 years, during which time one of his main assignments was with the Public Guardian. While working with the Shasta County Public Guardian, Mr. Pressman attended numerous court and jury trials and was instrumental in Conservatorship of Lee C. (2017) 18 Cal.App.5th 1072, which held that a trial court was not authorized to order the Public Guardian to file a petition for a Murphy Conservatorship.

The training will take place on April 4th from 1:00 pm-2:00 pm via Zoom.

An email with the Zoom link and instructions on how to attend will be sent out a day prior to the training.

The training is virtually designed to ensure that the benefits of in-person trainings are still available. This will include being able to ask questions, have access to the training materials, and converse with fellow members.

You must complete the entire registration process to be added to the training list. You will know the process is completed when the page clearly indicates confirmation that you are registered and provides a receipt. That receipt is proof of your registration and is important to have for your records.

If you are new to using the Zoom platform, please research and practice prior to the training. If you have any questions or concerns about the training or the platform, please email us at info@capapgpc.org and a member of our team will assist you.

STOP - Important Announcement: In August of 2020 Internet Explorer upgraded their browser platform which has led to older versions no longer supporting our membership site. If you wish to register for this event, you must use another browser other than Internet Explorer.

Please stop registration now and access the registration link on another platform such as Chrome or Firefox or another sanctioned county browser. Thank you.

Virtual Death of a Conservatee and Final Distribution

Tuesday Apr 04 2023, 1:00 PM - 2:00 PM

Upcoming Events

CA PA|PG|PC Holidays... February 17, March 31, May 26, July 4, September 1, November 11, November 27, November 28, December 24, December 25

Virtual: Creating a ... May 15

Legal Assistance for... May 20

Virtual: CalABLE Web... May 21

Santa Clara County A... June 4