Pre-Conference Intensive B – Growing A Professional Fiduciary Practice

Sarah Trejo is a CA Licensed Professional Fiduciary whose work centers on bringing order, clarity, and follow-through to complex administrative matters. Drawing on her background in client service and operational management, she contributes to both casework and systems development at Kosbie Fiduciary & CPA Services. She is passionate about practice management and strengthening professionalism across the industry, especially through collaboration, collegial support, and sharing tools that help others do their work more effectively.

Meredith Taylor is the owner and primary fiduciary at IMT Associates. For the past 40 years IMT Associates has been focused on serving the elderly, mentally ill and special needs community. Meredith serves in many fiduciary roles including trustee, conservator, power of attorney, executor, guardian ad litem, and provides consultation to families as they navigate the estate planning process. IMT Associates is a team of professionals specializing in accounting, bookkeeping, case management, real property oversight and social security and public benefits.

In addition to being a California Licensed Professional Fiduciary, Meredith holds a California Marriage and Family Therapist license. Bringing both fiduciary and mental health services together provides our clients with a full range of services supporting their financial and personal needs.

Meredith is a Past President of the Professional Fiduciary Association of California.

Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise  with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.

She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals.

Robert Nuddleman is the owner and primary attorney at the Nuddleman Law Firm, P.C. He represents individuals and companies in federal and state court and various administrative agencies such as the California Department of Industrial Relations (Labor Commissioner), Equal Employment Opportunity Commission, Department of Fair Employment and Housing, and Unemployment Insurance Appeals Board. A significant focus of Mr. Nuddleman’s practice relates to wage and hour claims, breach of contract, trade secret protection, claims of sex, race, age, and pregnancy discrimination and/or harassment and accommodating persons with disabilities. Mr. Nuddleman advises and represents business clients in employment and business matters in an attempt to avoid litigation and reduce potential exposure to claims of all kinds in light of developing law.

A particular focus of Mr. Nuddleman’s practice includes advising caregiver agencies, trustees, conservators, families, residential care facilities, care homes and others regarding wage and hour and employment laws in the elder care industry. Mr. Nuddleman frequently presents seminars and workshops regarding workplace disputes and compliance with federal, state and local employment laws.