Catch Up On The Latest From The Division of Investigation

DOI_WORDPRESS_BEAR-FLAG-2010-themeNew on The DOI Page: A southern California man has been charged with 11 felonies after an investigation revealed he was illegally using licenses belonging to an Architect and Professional Engineer. Read more here.

P.S. Don’t forget to subscribe to The DOI Page! By subscribing, you will receive instant email updates to your inbox. Subscribe HERE.

Check Out CalBRE’s Newest Licensing Video

 

Now, there is one more tool at your disposal when applying for a Real Estate Broker’s License. The California Real Estate Bureau has a new tutorial video for those individuals interested in applying for a Real Estate Broker’s License.  In just a few minutes you’ll learn the guidelines and steps in order to complete the process.

If you have any questions regarding the Broker examination, visit the CalBRE website or contact them at (877) 373-4542.

New Video on the California Lemon Law

Have you ever wondered when a car is considered a “lemon?”  Do you know what to do if you think your car might be a lemon?  The Department of Consumer Affairs’ Arbitration Certification Program (ACP) has released a new video to educate consumers on the California Lemon Law and how the ACP can assist consumers pursue resolution to their vehicle disputes.

The Arbitration Certification Program was established to protect California new car owners by ensuring state certified arbitration programs provide a fair and quick process for resolving Lemon Law disputes.

If you or someone you know has a vehicle that has had persistent problems while still under the manufacturer’s warranty, it could be a lemon.  Watch this video and learn more about your rights as a consumer.

Now Online: Physical Therapy Board of California’s Strategic Plan

15-020_PTBC_Strat_Plan_v4.inddCheck out the Physical Therapy Board’s (Board’s) recent accomplishments and goals for the upcoming years. Visit the Board’s website and download its 2014-2017 Strategic Plan.

# # #

The Physical Therapy Board regulates more than 27,000 licensees who practice physical therapy in California. The license status of physical therapists and physical therapist assistants can be verified by visiting the Board’s website at www.ptbc.ca.gov. Information about filing complaints against the Board’s licenses is also available on the Board’s website.

Why Hiring the Right Fiduciary is Critical

shutterstock_217936621The importance of finding the right Professional Fiduciary was brought to light with the unfortunate, cautionary case of a Bay Area fiduciary whose license was recently revoked after dozens of clients were bilked of more than $16 million.

Christine Backhouse was stripped of her State license after a yearlong investigation found she was partially to blame for the millions of dollars in losses after failing to adequately supervise her business associate and longtime boyfriend Leo Kennedy, who was sentenced to federal prison for diverting funds from the accounts of approximately three dozen clients of Backhouse Fiduciary Services.

According to the seven-page accusation from the Department of Consumer Affairs’ Professional Fiduciaries Bureau, Backhouse “gave a third-party unfettered access to her clients’ assets that she was charged with protecting.”

When considering hiring a fiduciary, the Bureau’s website (www.fiduciary.ca.gov) can verify that they are licensed with the State, and will show any previous citations or disciplinary actions. The Bureau also recommends interviewing at least three candidates when seeking a professional fiduciary to manage a client’s personal affairs such as daily care, housing, and medical needs, as well as financial duties ranging from paying bills to managing a trust.

The Bureau has a checklist of questions to ask fiduciary candidates about many essential issues, including the use of internal controls, a succession plan, and the frequency of accounting reports.

In addition to online resources, including a consumer resources list of website links for seniors and those with special needs, the Professional Fiduciaries Bureau can be reached at (916) 574-7340 or by e-mail at fiduciary@dca.ca.gov.