Professional Fiduciaries Bureau Committee Meeting

DEPAfll MENT OF CONSUMER AFFAIRS 
PFB 
PROFESSIONAL FIDUCIARIES BUREAU 
Professional Fiduciaries Bureau 
Post Office Box 989005 
West Sacramento , CA 95798-9005 
Telephone: (916) 574-7340 FAX (916) 574-8645 
Website: www.f iduciary.ca.gov BUSI\IESS, CONSOMEFt SERVICES. AND 1-tOUSING AGENCY 
Govt~OR EOMUf\O G BROWN JR 
Professional Fiduciaries Bureau 
Advisory Committee Meeting 
Thursday, March 29, 2018 
10:00a.m. – 1:00p.m. or until conclusion 
One or more Committee Members will participate in this meeting at the teleconference 
sites listed below.  Each teleconference location is accessible to the public and the 
public will be given an opportunity to address the Advisory Committee at each 
teleconference location.  The public teleconference sites for this meeting are as follows: 
Meeting Location*: 
Department of Consumer Affairs (DCA) 
1747 North Market Boulevard, 1st Floor Hearing Room 
Sacramento, CA 95834 
Teleconference Locations: 
Elder Well 
6345 Balboa Blvd., Bldg. 1, #114 
Encino, CA 91316 
Jordan Goldstein Fiduciary Services 
5 Third Street, Suite 1132 
San Francisco, CA 94103 
Committee Members 
Hang Le To, Chair 
Kathleen Thomson, Vice Chair 
Dawn Akel 
Jenny Chacon 
Barbara de Vries 
Aileen Federizo 
King Gee 
1) Call to Order – Hang Le To, Chair 
2) Roll Call & Establishment of Quorum – Angela Cuadra, Program Analyst 
3) Advisory Committee Members, Bureau Chief, Staff and Legal Counsel Introductions 
4) Updates from the Director’s Office – DCA Executive Staff 
5) Reading of the Professional Fiduciaries Bureau Mission Statement – Rebecca May, Bureau 
Chief 
6) Discussion and Approval of the Advisory Committee Meeting Minutes from November 15, 
7) Budget Report – DCA Budget Analyst 
• Budget Overview and Update 
8) Legislative Update – DCA Legislative Analyst 
• 2018 Legislation Related to the Bureau 
1. AB 1779 (Nazarian) Sexual orientation: change efforts. 
2. AB 3144 (Committee on Business and Professions) Professional Fiduciaries 
Bureau. 
3. SB 909 (Hertzberg) Uniform Trust Decanting Act. 
• 2018 Legislation Related to the Department 
1. AB 12 (Cooley) State government: administrative regulations: review. 
2. AB 77 (Fong) Regulations: effective dates and legislative review. 
3. AB 241 (Dababneh) Personal information: privacy: state and local agency 
breach. 
4. AB 703 (Flora) Professions and vocations: licensees: fee waiver. 
5. AB 827 (Rubio) Department of Consumer Affairs: high-skill immigrants: license 
information. 
6. AB 1005 (Calderon) Department of Consumer Affairs. 
7. AB 1053 (Calderon) Professions and vocations: career technical education: 
licensee information. 
8. AB 1631 (Salas) Professional services. 
9. SB 27 (Morrell) Professions and vocations: licensees: military service. 
10. AB 1380 (Santiago) Developmental services: regional center services – Update 
on the list of “Specified Convictions” related to this bill. 
9) Bureau Updates – Rebecca May, Bureau Chief 
• Statistics regarding Licensing and Enforcement  
• Types of Attorney General Cases 
• Outreach Events 
• Sunset Review 
• Update on Occupational Analysis 
• Update on Strategic Plan 
10) Update of Proposed Rulemakings 
• Update regarding Inactive/Retired License Proposed Regulation - Sections 4560-4580 
of Article 8 of Title 16 of the California Code of Regulations 
11) Review and Discussion of Draft Language for Client Notification Proposed Regulations 
• Client Notification Proposed Regulation - Section 4640 of Article 12 of Title 16 of the 
California Code of Regulations 
12) Discussion and Possible Recommendations from Committee Members for Future Outreach 
Opportunities 
13) Solicitation and Discussion of Ideas and Articles from Committee Members for the 
Professional Fiduciaries Bureau’s E-Newsletter 
14) Future Agenda Items 
15) Future Meeting Dates 
• Wednesday, May 16, 2018 
• Wednesday, August 15, 2018 
• Wednesday, November 7, 2018 
16) Public Comment on Items Not on the Agenda (See “Note” below) 
17) Adjournment 
are open