Meet the Speakers
 
Frank Acuña, Esq.
Acuña & Regli Pre Conference Intensive A - Insurance from A-Z
A3 - Aging in Place - Electronically!
Frank R. Acuña is a founding partner of Acuña ❖ Regli, with offices in Pleasant Hill and Fairfield, California, and he leads the firm’s estate planning and estates and trusts litigation practices. His practice is built around the needs of professional fiduciaries and he is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Administration. Mr. Acuña has taught a wide variety of tax seminars and is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California. He was admitted to the State Bar of California during 1985.
 

 
Dante Allen is the executive director for the California Achieving a Better Life Experience (CalABLE) Board. In this capacity, he is overseeing the development and implementation of a savings program that will enable millions of people with disabilities to save up to $100,000 without losing SSI and other vital state and federal benefits. Prior to joining CalABLE, Dante served in a leadership role with the California Department of Public Health’s Office of Health Equity.
 

 

Carlos A. Arcos is an Elder Care Planning Attorney. He recieved his law degree from UCLA where he served as an extern for the Honorable William P. Gray in the United States District Court. For more than 25 years, Mr. Arcos has been providing legal counseling to successor trustees, spouses and adult children who are coping with long-term ilness, dementia, Alzheimer's disease, Parkinson's disease, and stroke-related illness. He provides guidance in navigating admission agreement/contracts, trust elder care distribution issues and , when necessary, public benefits planning (Medi-Cal/Medicaid, In Home Supportive Services, Assisted Living Waiver Program).

He has been a previous Certified Continuing Education Provider (Department of Consumer Affairs/ Board of Behavioral Sciences) and provides in-service training to social services departments and nursing homes. He has presented workshops and training sessions for charitable and professional organizations, including UCLA, USC School of Gerontology, Social Work Professionals, and Huntington Hospital Senior Care Network.


 

Robert Barton is an attorney in the Private Wealth Services Group and focuses on complex trust and estate litigation, trust and estate administration as well as conservatorship and guardianship matters for individuals, families and charities.

In addition to representing trustees, executors and beneficiaries in administration matters, Mr. Barton also handles breach of fiduciary duty and elder abuse matters, will and trust disputes, and contested conservatorships and guardianships in federal, state, and tribal courts throughout the country.


 

Tony Beck has practiced law in California for 38 years. He received his BA from Roanoke College and his JD from California Western School of Law, following studies at the University of Exeter in England. He has handled negligence and injury claims since 1981. In 1985, he was a founder of the Law Offices of Williams, Beck & Forbes, concentrating on plaintiffs in personal injury and applicants in worker’ compensation claims while focusing on catastrophic claims for injured workers.

Catastrophic claims include Traumatic Brain Injuries, spinal cord injuries resulting in paralysis, and amputations as well as representing professional football players in claims for Chronic Traumatic Encephalopathy against their teams. Most of the claims resulted in significant structured settlements, set up with structured settlement brokers and the implementation of Special Needs Trusts. These settlements have been instrumental in maximizing and preserving the interests of the injured workers and their family members.


 

Yevgeny L. Belous is a partner at Nielsen & Rogers LLP, an Elder Law firm located in Woodland Hills, California. Mr. Belous practices exclusively in the areas of trusts and estates, conservatorships, guardianships, estate planning and probate litigation. A large portion of Mr. Belous’ practice is devoted to representing professional fiduciaries in court proceedings and private trusts.


 

Melissa Billingsley is a Registered Veterinary Technician/ Practice Manager for a Mixed Animal Hospital in the Sierra Mountains. She’s been a part of Canine Companions for Independence since January 2011, Melissa is a puppy raiser, currently raising her sixth puppy, "Lyla"; a graduate- Melissa graduated in January 2016 with Hearing Dog Hiltie; and a Canine Companions for Independence presenter who is in high demand across the country.


 

Ms. Boehmer has been in practice over 15 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 to 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. Ms. Boehmer, who is also a licensed tax preparer, has owned and operated Norine Boehmer Management, Inc. since 2000.


 
Donna Bogdanovich, CLPF
Bogdanovich Murray Professional Fiduciaries B3 - Mental Disorder Diagnostic Criteria and Coping Strategies

I am a licensed professional fiduciary who has been in practice for more than 8 years. In my fiduciary practice I specialize in working with clients with mental illness. Prior to becoming a fiduciary I worked as a case manager and therapist in a psychiatric hospital. As a case manager I worked with doctors to assess client's behavior with regards to stability and negative behaviors. I conducted education for the patients and families. I also lead family and multiple family group sessions. During my time as a fiduciary I have done several presentations on mental illness to National Alliance on Mental Illness, Estate Planning Council groups and at last year's PFAC conference in Riverside.


 

Lori Bolander is a partner in Kimball, Tirey & St. John’s Estate Planning Group. Lori’s practice focuses almost exclusively on trusts and estates law, including planning, administration and litigation. Lori is a past chair of the Trust and Estates Section of the San Diego County Bar Association and has been named a Top Attorney by the San Diego Daily Transcript (2011) and has twice received the San Diego Business Journal’s “Best of the Bar” award (2015 and 2016). She also served on the bench bar committee for several years.


 

Marin Bradshaw is a senior associate at the firm of Murtaugh Treglia Stern & Deily. Ms. Bradshaw has her bachelor degree in Communications, with minors in Mathematics and Statistics, from Brigham Young University, and a JD from J. Reuben Clark Law School in 2006. She has been practicing in the field of estate planning, trust, and probate since she was admitted to the state bar of California in 2011. Ms. Bradshaw specializes in high net worth estate planning and complex trust administration. Prior to joining MTSD, Ms. Bradshaw was an estate planning associate with the firm of Matsen Voorhees Mintz in Costa Mesa, California. She was named a “Rising Star” by Super Lawyers for 2015 – 2018; active in the Orange County Bar Association Trusts and Estates Section; a board member of the Orange County chapter of the J. Reuben Clark Law Society, and lecturer for the National Business Institute.


 

Question: What do Lance Armstrong, Stormy Daniels and Vladimir Putin have in common? Answer: Traci Brown’s revealed their secrets to the world And she’s uncovered what they’re not saying. NBC, CBS and Fox have asked this body language expert to reveal secrets hidden in plain sight. And she can help your team reveal the secrets your clients are keeping from you that are impacting your bottom line. In her fast paced, interactive programs that are sure to entertain, Traci teaches lie, fraud and identity theft detection she’s used to get to the truth in billion dollar business deals, crimes and politics. Traci is a Three Time US Collegiate Cycling Champion and former member of Team USA. She is the past president of the National Speaker’s Association Colorado Chapter and the author of four books including her latest, How to Detect Lies, Fraud and Identity Theft.


 

Doreen left Grossmont Hospital in 1989 with a goal to provide continuous care to the patients she had seen with traumatic brain and spinal cord injuries. She’s been the CEO of Rehab Care for 25 years helping to create an industry out of nothing. Born in Manhattan, she grew up in Amsterdam and lived throughout the United States before coming to San Diego in 1979. Doreen loves Amsterdam for obvious reasons but mostly enjoys anyplace she cruises to. and is a big dessert/chocolate fan.


 

Ms. Cataldo is Senior Counsel with the law firm of Procopio, Cory Hargreaves & Savitch, LLP, She has handled civil litigation matters with an emphasis in trusts and estate litigation for over 20 years. She regularly serves as a Temporary Judge for the San Diego Superior Court. Ms. Cataldo is a frequent speaker for the San Diego Superior Court, the North County Bar Association, and for PFAC. She has served as an Adjunct Professor for the University of San Diego and for Palomar College, teaching classes in Civil Litigation, Business Law, and Torts


 

Ed Corey is a shareholder in the firm’s Trusts and Estates Planning, Administration, and Litigation group. His practice focuses on estate and trust litigation, fiduciary abuse, elder financial abuse, contested trust administrations, probate, and contested conservatorships. Ed has extensive trial, arbitration, mediation, and appellate experience, and has successfully litigated a number of high-profile trust and elder financial abuse cases in Northern California.

Ed’s experience enables him to counsel clients on matters involving family or personal conflict and advise them of their rights, duties, and responsibilities. If matters cannot be resolved with dispute resolution alternatives, Ed will take the matter to trial. Ed is a respected expert in trust and estate litigation and elder financial abuse and is a sought-after speaker on both topics. He has testified before the legislature on topics related to trust and estate matters, conservatorships, and elder financial abuse and has assisted in drafting relevant legislation.


 

Judge Cowan is the Presiding Judge of the Probate Division of the Los Angeles Superior Court.


 
Josef Cowan, Esq.
Cowan Law Group D5 - Thinking of Buying a Fiduciary Practice? A Case Study

Josef Cowan is a principal with the Cowan Law Group, a boutique business law firm located in Newport Beach. Mr. Cowan did his undergraduate studies at UC Berkeley and attended law school at the University of Virginia. Mr. Cowan has been a member of the California bar since 1993. Mr. Cowan’s practice focuses on mergers and acquisitions, private securities offerings, venture capital transactions, commercial transactions, and general corporate representation.


 

Stephen Dale is the principal attorney at the Dale Law Firm which is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals. He is a disability rights advocate and spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations. Stephen is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award.


 

Kelly is a shareholder in the firm’s Trusts and Estates group, and focuses her practice on helping people solve problems after someone passes away. Kelly also works with families and other loved ones to protect seniors when they become incapacitated. Kelly combines her litigation experience with a thorough knowledge of probate law to help her clients resolve a wide range of trust and probate disputes, including elder financial abuse claims, contested conservatorships, will and trust contests, contested accountings, breach of fiduciary duty claims, and other contested and uncontested matters involving the administration of trusts and estates. With Kelly’s extensive experience in helping families resolve disputes, she knows that a successful result often involves keeping the family relationships intact, and she helps her clients work through their disputes at very emotionally difficult times.


 

Merrianne E. Dean has more than two decades of courtroom experience litigating probate and trust disputes, financial elder abuse matters, conservatorships and business disputes. She serves as a court-appointed attorney representing developmentally disabled and elderly individuals who are the subject of conservatorships before the probate court. She also volunteers as a judge pro-tem for the probate court, primarily serving as a settlement conference judge. Ms. Dean has achieved an AV peer review rating from Martindale-Hubbell of Preeminent, with a score of 5.0 of 5.0, signifying that her peers and the judiciary rank her at the highest level of professional excellence. Additionally, Ms Dean is a CA State Bar Certified Specialist in Estate Planning, Trust, and Probate Law.


 

Brad Dela Cruz has been in the residential mortgage lending industry for over 16 years. He has spent the last thirteen specializing exclusively in reverse mortgage loans. He is a top performer with the Country's #1 provider of reverse mortgage loans, American Advisors Group. Brad has extensive experience advising professionals on the different programs available to convert home equity into cash for older homeowners. He has trained professionals in a number of fields including Financial Advisors, Attorneys, Fiduciaries, Real Estate Agents, CPA's, and Home Healthcare professionals to mention a few. Brad takes pride in offering these programs. He knows how much these programs can make a difference in the lives of seniors and their families. Quite often, the reverse mortgage can be the determining factor in deciding whether or not person can afford to remain in their home, and reduce the chances of outliving their money.


 

Mary deLeo is a Shareholder with the law firm of Weintraub Tobin Chediak Coleman Grodin in Sacramento, California. Her practice focuses on trust and estate litigation, estate planning, trust and estate administration, conservatorships, fiduciary representation, special needs trust planning and administration, planning for incapacity, Medi-Cal planning, and elder law. In addition to estate planning for both small and large-size estates, Mary has successfully represented clients in trust and probate litigation controversies, including trust and will contests, beneficiary/trustee disputes, fiduciary abuse claims, accounting issues, elder abuse claims, public benefit eligibility issues, and a wide variety of trust and probate litigation.

Mary is a member of the Trusts and Estates Executive Committee of the California Lawyers Association, where she serves as Co-Chair of the Legislation Committee, Vice-Chair of the Incapacity Committee, and Co-Executive Editor of the Trusts and Estates Quarterly.


 

Andrew de Vries, MBA has provided expert real estate sales for private and professional fiduciaries in the Bay Area for more than 15 years. With more than 700 successful fiduciary sales transacted in most major Bay Area counties, Andrew brings deep experience-based knowledge to his client's needs. His services include initial case evaluation, property preparation, and development and execution of sophisticated sales strategies to limit a fiduciary's liability while satisfying all parties involved (including difficult family members). Andrew holds a Real Estate Broker's License (#01368031), a Professional Fiduciary's License (#544) and earned an MBA with honors from the University of San Francisco.


 

Dr. Teo Ernst is a board certified forensic psychologist, a fellow of the American Academy of Forensic Psychology, and an Assistant Clinical Professor in the UCSF Department of Psychiatry. He maintains an active private practice, with services including the provision of capacity evaluations in civil and criminal settings.


 

Robyn Farber is a Licensed Professional Fiduciary and National Certified Guardian acting as trustee, conservator, agent under Power of Attorney, and estate administrator. In July 2016, she started working with Herb Cohen at Professional Fiduciary Services+ in Lake Forest, California; subsequently purchased the assets of the practice from Mr. Cohen; and formed Robyn Farber & Associates, Inc. in August 2018. She is a General Member of PFAC and Affiliate Member of the OC Bar Association. She has a Certificate in Fiduciary Management from Cal State Fullerton, an MSc from the London School of Economics, a BA from the University of Toronto, and coursework from the Hebrew University of Jerusalem. Her work history includes organization development and design for a large technology company, career and life coaching and building a non-profit school. Robyn's work is inspired by the experiences of her father, a Toronto estates lawyer until his death in 2014.


 

Patti Gerke relocated to San Diego 30+ yrs. ago and has been a consistently successful sales and marketing professional. Having been a healthcare provider and educator, along with her own 12yr. journey taking care of her parents, Patti has become passionate about the quality of life and family harmony for the aging adult. Patti co-founded the Senior Stay or Go™ Program and co-hosts the “Senior Stay or Go™” TV show to educate and advocate on behalf of our Seniors and their family members.

After graduating & teaching in the Dental Hygiene Dept. at Loyola University of Chicago, she continued her education and received her MBA from the Keller Graduate School of Management. She has worked with Fortune 500 and start-up companies targeting global markets in the medical device industry. These experiences have allowed her to become a compassionate listener, strong negotiator, skills that bring successful results for her clients.


 

Ashley L. Glazewski is an associate attorney at Furman Kornfeld & Brennan LLP. Ms. Glazewski’s practice focuses on insurance coverage analysis and litigation, monitoring counsel and program/claims administration, lawyers’ professional liability, and miscellaneous professional liability litigation. During her time at Furman Kornfeld & Brennan LLP, Ms. Glazewski has contributed to various articles and publications regarding insurance defense matters, and has been a speaker at the Professional Fiduciary Association of California’s annual conference.


 

Lee-Anne Godfrey is a Registered Nurse with a Bachelor of Science in Nursing from the University of British Columbia. She is a Certified Care Manager. After working in various clinical settings including Acute Medicine and Hematology/Oncology, Lee-Anne worked as an Education Specialist for the Alzheimer’s Association, a hospice Nurse Liaison and Director of Quality Assurance and Education in the Home Care industry. In early 2014 she founded the Care Management company, RN Health Management. The company specializes in complex medical and healthcare situations ranging from acute illness to chronic conditions. A team of Registered Nurses, with a consulting Licensed Clinical Social Worker and Licensed Pharmacist, manage, navigate, monitor and coordinate care for their clients.


 
Daniel Gold, Esq.
TLD Law EB4 - Death Before Divorce

Daniel Gold was admitted to the State Bar of California and the United States District Court in 1993. He joined TLD Law in 1994, becoming a partner of the firm in 2002. Since joining TLD Law, Mr. Gold’s practice has emphasized family law, participating in over 100 contested hearings and trials. Mr. Gold has been certified by the State Bar of California Board of Legal Specialization as a family law specialist. The Board establishes minimum required practice, education and trial experience to be certified. At this time, there are only approximately 1,200 attorneys out of 200,000 attorneys practicing state wide, certified to be specialists. Mr. Gold is a member of the Orange County Bar Association's Family Law Section, and the American Bar Association. Mr. Gold works primarily from the firm’s Irvine office.


 

Johan Graham a California & Texas licensed auctioneer attending The Western Collage of Auctioneering in July of 1997. She started her career working at her parents cattle and horse auction, Euclid Stockyard. Johan has traveled millions of miles working as an Auctioneer selling all Personal Property. She is a proud member of both the National and Texas Auctioneers Association. She also has earned her degree from Certified Auctioneers Institute. Johan Graham is the first female California Bid Calling Champion and the first female to work for AIA in the Philippines. Johan Founded Bid Fast and Last, Inc. An Auction Company that handles all personal property for government entities, Fiduciaries, Attorneys and Family. Bid Fast and Last owned and operated by her husband and herself, they have corporate offices in Texas and California.

She is knowledgeable in valuation of items, including, but not limited to, automobiles, real property, antiques, collectables, and firearms. Ms. Graham is also knowledgeable of the most successful target markets for various categories of items and effective marketing to drive sales. Through her auction experience, she has developed a thorough understanding of laws and regulations applicable to auction sales.


 

Ronald Greenwald has been networking in San Diego County for 30+ years, connecting the dots by bringing great people and good ideas together that result in a winning proposition for all involved. Ron’s passion for real estate and our aging adult’s quality of life has resulted in his teaming with his business partner, Patti Gerke to be a co-founder of the Senior Stay or Go™ Program. Ron is the co-host of, “Senior Stay or Go™” a TV show that advocates, entertains, informs, and educates the public about issues facing today’s senior population. Whether fundraising for the YMCA or bell ringing for the Salvation Army, Ron looks to connect with people. He works well with the first time home buyers, those looking to move to a bigger homestead, and those simply looking to “rightsize”.


 

Lawrence D. Hilton, founder of Dominion Insurance Services, serves professionals in a wide range of disciplines. His prior law practice focused on professional liability defense and insurance coverage. He belongs to the California and Utah Bar Associations, holds insurance licenses in all 50 states, and is a Lloyd's of London coverholder.


 
Jim Huyck
Huyck Consulting EB5 - Navigating the Regional Center System

Jim Huyck has over 40 years of experience working with people with disabilities, primarily those with Developmental Disabilities. He began his career as a Senior Rehabilitation Counselor with the California Department of Rehabilitation, working with Regional Center clients. After 5 years, he was hired by the San Diego Community College District as a Counselor for the “Limited Learners” (Regional Center clients). He was promoted to Associate Dean of Special Education at the San Diego Community College District where he served until he was recruited to Sacramento by the California Community College Chancellor’s Office where he launched the Statewide Foundation for the California Community Colleges. During his tenure there he was successful in obtaining grants and contracts totaling over $17 million per year including funding from Apple and IBM to establish High Tech Centers for the Disabled at Community Colleges Statewide. In 1995 he was hired as the Executive Director of Alta California Regional Center where he served for 10 years, managing a staff of over 300 employees and an annual budget of $175 million. For the past 12 years he has been consulting and advocating for individuals with disabilities and their families to assist in accessing public benefits including Regional Center, SSI, SSDI, MediCal, IHSS, Special Education, CCS etc. In particular he works closely with attorneys and Trustees as a Consultant regarding Special Needs Trust.


 

Ms. Jensen is a graduate of the University of California at Berkeley and the University of California at Davis School of Law. She earned an LLM in Transnational Commercial Practice, Lazerski University, Poland. Ms. Jensen is a past president of San Fernando Valley Bar Association and Neighborhood Legal Services Los Angeles. She currently is serving as senior vice president of the Los Angeles County Bar Association. Ms. Jensen taught at Indiana University School of Business, the School of Law, Debrechen, Hungary, and the European School of Law and Economics, Kosovo. The focus of her practice is elder law and real property. Ms. Jensen is a certified mediator and arbitrator and serves as a settlement officer in several volunteer mediation and arbitration programs through LACBA and other providers. She has authored many articles including the recent “Scalia’s Lasting Legacy: Debating the Constitution - The Living Constitution,” Valley Lawyer, May 2016.


 

Andrew R. Jones, Esq. is a partner in the New York City-based law firm of Furman Kornfeld & Brennan LLP. Mr. Jones’ practice includes the representation of law firms, fiduciaries, and other professionals throughout all phases of litigation. Specifically, his insurance coverage practice includes the representation of insurers in complex coverage litigations, arbitrations, monitoring counsel, and providing various other forms of insurance coverage analysis and advice. Additionally, Mr. Jones has drafted insurance policies and risk management guidelines for international insurers, and has advised on coverage matters both in the U.S. and abroad. Mr. Jones has written and contributed to numerous articles on insurance coverage and insurance defense matters, and has been a speaker at professional liability conferences in London, New York, and California.


 

David Kim is an experienced Los Angeles litigator with an extensive business and real estate background, handling exclusively probate and trust matters primarily for professional fiduciaries, both litigated and non-litigated. Mr. Kim also counsels clients in all phases of trust, probate and conservatorship administration. He also serves and is appointed as Court Appointed Counsel by the Los Angeles Superior Court. Mr. Kim was named as a “Top Attorney” by Pasadena Magazine in 2012-2014 and has been inducted into the National Advocates Top 100 Lawyers. His firm Wright Kim Douglas ALC has been named as a “Best Law Firm” by U.S. News & World Report for 2017-2019.


 
Viki Kind, MA
Kind Ethics Closing General Session - Cultural Diversity and Ethics

Viki Kind is a clinical bioethicist, professional speaker and hospice volunteer. Her award winning book, The Caregiver’s Path to Compassionate Decision Making: Making Choices For Those Who Can't, guides families and professionals who are making decisions for those who have lost capacity. Viki is known as “The People’s Bioethicist,” because she is a rare individual who bridges two worlds, that of the health care professional and of the family struggling to make the right decision. She is an honorary board member of the Well Spouse Association and has been a caregiver for many years for six members of her family.


 

Jeremy L. Lau is the President and Chief Investment Officer of Prudent Investors Network. He previously spent 11 years in the investment banking industry as an Executive Director with Deutsche Bank’s Asian convertible bond business in Hong Kong where he was responsible for the pricing, structuring, and distribution of equity-linked capital for multinational corporations in the region. He started his career with Deutsche Bank in Tokyo in 2006 working in flow/structured credit and also previously worked at UBS as an Associate Director in Convertible Bond Sales. He earned a degree in Accounting (with Honors distinction) from Brigham Young University in 2006. Mr. Lau has earned the right to use the Chartered Financial Analyst (CFA) designation.


 

Francine Lee is a Senior Manager in EY’s Fiduciary/Trust Tax Services group and the Business Leader for EY’s Fiduciary/Trust & Estate Accounting Services (“FTEAS”) practice. FTEAS prepares fiduciary/court accountings for trusts and estates serving banks, law firms, family offices, and professional and individual fiduciaries. FTEAS is a national practice with a deep bench of professionals with extensive experience preparing complicated fiduciary/court accountings spanning decades of transactions, using multiple state formats to satisfy local jurisdiction filing requirements across the country. Francine brings over 25 years of experience creating income tax and estate planning solutions for High Net Worth clients and building platforms and products at industry leading organizations including BMO’s multi-family office CTC/myCFO, HSBC Private Bank, Goldman Sachs Family Office, Prudential Securities and Lehman Brothers. Francine began her career as a tax attorney in private practice focusing on income and estate tax planning, closely-held businesses, executive compensation and international taxation.

Francine is a frequent speaker and published author. Her work includes: “Wealth Planning for Entrepreneurs”, Practical Tax Strategies, May 2013 © 2013 Thomson/RIA and “Entrepreneurs within the family: encouraging entrepreneurship and innovation” published by the Society of Trusts and Estate Practitioners in the book Business Families and Family Businesses: The STEP Handbook for Advisers. © 2009 Globe Business Publishing Ltd. Francine holds a Master of Laws in Taxation from New York University School of Law and Juris Doctor from Western New England School of Law. She is admitted to the New York State Bar.


 

Will Lindahl is the Executive Director for CPT Institute established in 1994. CPT Institute operates in forty-eight states and is the nation’s leading national charity providing Master Trusts which include Settlement Management Trusts, Special Needs Trusts, and Minors Trusts. Will has been helping settlement professionals, attorneys and settlement consultants mitigate government benefit issues affecting insurance and workers’ compensation settlements for the past twenty years. CPT Institute has established over ten thousand trusts in its twenty-four-year history and has developed one of the lowest cost non-profit trust programs in America.


 

Jennifer Lumsdaine is a Trust and Estates Litigation Partner with TLD Law, LLP. Her practice focuses on assisting fiduciaries and fighting for her clients in probate and trust litigation as well as guiding clients through the uncontested administration of conservatorships, probate estates and trusts. In addition to Trust and Estates, Ms. Lumsdaine practiced in family law for more than 10 years giving her unique experience with family law and community property issues that arise in estate and trust matters. Ms. Lumsdaine is also experienced in general civil and business litigation. Recently Ms. Lumsdaine has been working toward an international certification in information privacy so TLD Law’s clients can stay on top of changing laws concerning data security and consumer rights connected to digitally stored information.


 

Scott MacDonald is the founder and leader of the Special Needs Team at Merrill Lynch, a group of Financial Advisors and Client Associates dedicated to enhancing the long-term well-being of special-needs, disabled and elderly individuals. Scott joined Merrill Lynch in 1987 and has spent his entire career addressing the unique needs of society’s most vulnerable members. Scott is a recognized authority on wealth planning and investment management for Special Needs Trusts and other court-supervised trusts, as well as probate investing for Conservatorships and Guardianships. He offers extensive knowledge of California Probate Code restrictions on investments and the Uniform Prudent Investor Act. A regular lecturer and media contributor, he is the author of numerous articles and publications related to special-needs and elder financial strategy. Scott earned his B.S. in Finance and his B.A. in Economics with Honors from the California State University system.


 

Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.

Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is part of the Los Angeles County Bar Association’s Trust and Estate subcommittee responsible for helping organize continuing education focused on trust and estate subjects. Jeff is currently the business representative of his local neighborhood council. From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates.


 

Megan A. Moghtaderi is an estate planning and probate attorney versed in the nuances of digital asset planning. Prior to the enactment of the Probate Code provisions concerning digital assets, Ms. Moghtaderi extensively researched the national standards for access to digital assets and provided recommendations to the probate court for the management of digital assets in decedent’s estates. Ms. Moghtaderi regularly addresses digital assets with her clients and includes nuanced provisions for digital assets in all the estate plans she drafts for clients. Ms. Moghtaderi actively participates in Continuing Legal Education on the subject and has written several articles on data privacy.


 

Jodi, a California-licensed professional fiduciary, is one of the principals of Pais Montgomery Fiduciary which was founded in 2011. She is formally trained in social work and strongly committed to meeting the particular needs of conservatees and special needs trust beneficiaries—and protecting them from all forms of physical and financial abuse. Jodi often works with a team of professionals to assess the needs of a conservatee and set up a care plan. Jodi has substantial experience in probate estate administration, trust administration and conservatorships of both the person and estate, having served in over sixty cases.


 

Dr. Mourra is double-board certified by the American Board of Psychiatry and Neurology in both Adult Psychiatry and Geriatric Psychiatry. She obtained residency training at Yale where she served as Chief Resident. She completed fellowship training in Geriatric Psychiatry at UCLA, where she also received training in ECT and was selected as a Bureau of Health Professions Fellow in geriatric psychiatry. She is currently a Health Sciences Assistant Professor in Psychiatry at the UCLA David Geffen School of Medicine, and maintains a private practice in which she provides clinical and forensics services. In 2014, Dr. Mourra was selected as one of Los Angeles Magazine’s “Rising Star” Doctors in the area of Adult Psychiatry.


 

Joanna Mueller joined Canine Companions for Independence in July, 2016. She has worked most of her career in nonprofit in both programs and development, with her most recent position managing special projects for the CEO of Goodwill Industries of San Diego County. Joanna’s passion for supporting independence for people with physical, cognitive, or social disabilities began when she was twelve years watching the joy on her mother’s face as she tutored children with special needs. Joanna holds a Master’s Degree in Nonprofit Management and is a Certified Fund Raising Executive (CFRE). She finds her greatest happiness in spending time with family; her husband, Bob, her four children, five (to date) grandchildren, and her “change of career dog, Lorax (not always in that order!).


 
Janie Mulrain, CLPF
Ethos Fiduciary Services A5 - Case Studies of Fiduciary Horror Stories

Janie Mulrain has been licensed as an California Professional Fiduciary since 2014 handling post death probate and trust administration, conservatorships, and management of various trusts. With over 25 years’ of public finance advisory, investment banking, and corporate finance experience, she leverages her knowledge to provide assistance to families with management of their financial matters. Coupled with her personal experience in working with special needs families, she takes great pride in advocating for our most vulnerable segment of society and takes interest in staying abreast of various public policy, advocacy and attainment of support services that are of benefit to her clients.


 

Peter Myers, Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California's Board of Legal Specialization), handles high-net-worth planning, business succession, trust administration and trusts and estates disputes. Peter focuses on families who need a reliable relationship with a caring, experienced lawyer who will assist them in times of greatest personal opportunity, life event, or crisis. Peter frequently writes and teaches in the areas of estate planning, family business entities and estate planning. He has authored and published treatises, books and articles, regularly speaking throughout the country on topics of interest to families and their advisers, as well as at conventions of professionals. His speaking engagements include the PFAC (2015-2017), WealthCounsel, LLC, The Southern California Institute, California Continuing Education of the Bar, the National Network of Estate Planning Attorneys, and various ancillary CLE Providers. His published work appears in CEB, Trusts and Estates Magazine, iUniverse, and Wonderdads.


 

Robert Nuddleman, the Nuddleman Law Firm, P.C., represents individuals and companies in court and before administrative agencies, focusing on wage and hour claims, sex, race, age, and pregnancy discrimination and/or harassment, and disability accommodation issues. Mr. Nuddleman advises fiduciaries, attorneys and families regarding employment issues in the elder care industry.


 

Ted H. Ong has been an investment professional since 1983. He is an SEC-Registered Investment Advisor specializing in servicing the needs of both public and private fiduciaries. He manages assets for Public Guardians, private professional fiduciaries, family fiduciaries and individuals. Ted was a co-founder of Prudent Investors Network. He graduated from Stanford University with a BA degree in anthropology and continued on to obtain an MBA from the Graduate School of Management at Brigham Young University.

Ted teaches the “Management of the Investment Portfolio” class, part of the “Certificate in Professional Fiduciary Management for Trustees” curriculum at the California State University at Fullerton. He is well versed on the Uniform Prudent Investor Act (“Prudent Investor Rule”) and in Modern Portfolio Theory (MPT) as it applies to investment risk management, co-authoring “Prudent Investing Under the California Probate Code: What Judges, Estate Planning Attorneys, Fiduciaries, and Trustees Should Know” published mid-2012.


 

Kim Onisko is the Audit and Forensic Accounting Partner with Onisko & Scholz Certified Public Accountants. He supervises accounting, audit, review and compilation engagements performed for corporations, s-corporations, limited partnerships, partnerships, estates, trusts and nonprofit organizations. He performs special forensic engagements for local and state governmental agencies.

Onisko is a member of the Litigation Services Section of California Society of CPAs and holds several forensic accounting designations. He is often called on as an expert witness in the areas of accounting, economic damages, forensic accounting and estates and trusts. Onisko presents CLE (Continuing Legal Education) to Law Firms and Legal Organizations regarding financial matters on a regular basis. He also speaks regularly to real estate industry professionals including associations, realtor groups, brokers and investors.


 

Jeff Patterson is a California and Texas licensed auctioneer. Graduated from Repperts Auction School and the CEO of Bid Fast and Last Auction, INC. He is a proud member of both the National and Texas Auctioneers Association. A licensed vehicle dealer with more than 25 years of experience in vehicle sales. He is experienced in assessing vehicles in order to determine condition and value and make recommendations for repairs. Mr. Patterson also maintains a Federal Firearms License and is knowledgeable of firearms identification, valuation, Laws and sales.


 

Judge Brenda J. Penny was appointed to the bench by Gov. Brown on October 11, 2018. Prior to her appointment, she served as a Commissioner at the Los Angeles Superior Court from 2014 to 2018. Judge Penny is currently assigned to Probate. Before her election as a Commissioner, she was the Assistant Supervising Probate Attorney for the Court from 2001 to 2014. Judge Penny was a Probate Attorney for the Court from 1997 to 2001. Before joining the Court, Judge Penny was in private practice from 1982 to 1997.


 
Tracy Regli, Esq.
Acuña & Regli Pre Conference Intensive A - Insurance from A-Z
A3 - Aging in Place - Electronically!

Tracy S. Regli is a founding partner of ACUÑA ❖ REGLI. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She is an active member of the Alameda and Contra Costa Bar associations, the Professional Fiduciary Association of California (PFAC), and the Southern Alameda Estate Planning Council.


 

Gary Rothstein is a shareholder in the firm’s Trust and Estates group, where his practice focuses on trust administration, probate matters, and estate planning. Gary represents corporate and individual fiduciaries and beneficiaries in all aspects of trust administration in connection with disputes between fiduciaries, beneficiaries and creditors. He counsels fiduciaries, beneficiaries, and creditors through contested and uncontested probate and trust administration, including prosecution of will and trust contests, preparation and arguing of petitions for instructions, petitions for construction of trusts, and petitions for termination of trusts.

Gary’s estate planning counseling includes estate, gift, and generation-skipping transfer tax issues as well as revocable and irrevocable trusts, GRAT’s, defective grantor trusts, family limited partnerships, charitable giving vehicles, QPRT’s, and life insurance trusts. Gary regularly presents to banks, trust companies, and professional associations on trust and estate administration risk management issues as well as to legal professionals and prospective non-profit organization donors.


 

Evan Sandler is a Tax Manager at Onisko & Scholz with a specialty in estate and trust tax. He specializes in the areas of Estate and Trust tax, as well as working with high-net worth clients. Sandler has a broad understanding of challenging tax situations through his public accounting work and his work as an Auditor for the Western Conference of Teamsters Pension Trust. Evan speaks on the topics of tax, estate and trust for a variety of professional organizations, including real estate groups, rotary and PFAC Pasadena meeting.


 

Kim Schwarcz has worked as a professional fiduciary since 1996 and currently has over 40 clients in Marin, San Francisco, East Bay and Sonoma counties that she serves in various capacities. She is a California Licensed Professional Fiduciary through the California State Consumer Bureau of Affairs. Kim joined the Professional Fiduciary Association of California in 2001 and was elected as Vice President of the Northern California Region of PFAC in 2004, President of the Region in 2005, and served as Regional Director of Northern California and on the State Board of Directors for four years.


 

Charles T. Scott Jr. is a partner in the law firm of Kimball, Tirey & St. John in San Diego. He is board certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. Since 1977, Mr. Scott has practiced in the areas of trust law, probate law, estate planning, and elder law. Mr. Scott is a member of the San Diego County Bar Association, Probate Attorneys of San Diego, and the State Bar of California. He earned his B.A. degree from the University of California, Santa Cruz, and his J.D. degree from the Boalt Hall School of Law, University of California at Berkeley.


 

David A. Sherak is a partner with the firm of Vogt | Resnick | Sherak. In addition to assisting clients in all aspects of estate planning, probate, trust and conservatorship law. Mr. Sherak also devotes his time to counseling and guiding businesses through a wide range of transactional issues, including partnership and corporate formation, mergers, dissolution and taxation. Mr. Sherak is a member of the California State Bar and holds membership in the Orange County Bar Association. Additionally, he is licensed to practice before all of the United States District Courts in California and the United States Tax Court. Mr. Sherak received his Juris Doctor degree from Chapman University School of Law, where he served on the Honors Appellate Moot Court Board, received academic distinction in taxation of business organizations. He graduated cum laude with a Bachelor of Science Degree from San Diego State University, California.


 

Brenda Shorkend is an independent Aging Life Care™ Manager/Geriatric Care Manager, with over 25 years of experience working with seniors and their families. She has a background in Rehabilitation Psychology and is a member of the Aging Life Care Association (formerly National Association of Professional Geriatric Care Managers). She has worked in a wide variety of hospital and community settings, including Huntington Hospital's Senior Care Network in Pasadena. Brenda has broad knowledge of local resources and services. Brenda is a strong advocate for her clients. She works with seniors and people with disabilities and their families to tailor unique solutions for each individual that maximizes their independence and autonomy while ensuring their safety and well-being.


 

Jean Shrem, the founder of Shrem Law, has been an attorney since 1997 and a real estate broker since 2002. She earned her J.D. Degree from the University of San Francisco School of Law and her B.A. Degree from UC Berkeley. During the dot com era, Jean worked as in-house corporate counsel for software and technology companies. She also spent six years as an active, top-producing realtor in the East Bay area. Jean started Shrem Law in 2001. Jean specializes in, and speaks publicly on current topics in the fields of Real Estate Law, Business Law, Estate Planning and Intellectual Property Law.​


 

Judge Steele was an original founding principal and member of Signature Resolution. He has over 35 years of legal experience as a transactional lawyer, trial lawyer, in-house counsel for both public and private companies, and Los Angeles Superior Court Judge. He has a reputation for being thoroughly prepared as well as highly creative. In the first four years since his retirement, Judge Steele has been involved in the resolution of over 500 disputes totaling approximately $2 billion in controversy. In addition to his undergraduate degree in economics, law degree and MBA, Judge Steele has also completed a graduate program in tax law.


 
Kimberly Swierenga, Esq.
Swierenga Law & Mediation B2 - Recognizing, Preventing and Addressing Financial Elder Abuse

Kimberly Swierenga Esq./MBA helps elders (65+ years) who have been victimized financially by the predatory practices of businesses, financial advisors, insurance agents, banks, title companies, escrow companies, and others in the financial services industry and community. She is recognized state-wide for her litigation of elder financial abuse claims, improper annuity and life insurance sales, trust-mill schemes, Veterans’ benefits scams, Medi-Cal planning scams, unfair/fraudulent business practices, Business & Professions Code §17200 (UCL) claims, and consumer legal remedies act (CLRA) claims. She was awarded Consumer Advocate of the Year by Consumer Attorneys of San Diego (2016), finalist for the prestigious state-wide Street-Fighter of the Year award by Consumer Attorneys of California (2015), Consumer Champion award by Consumer Federation of California (2015), Super Lawyer Rising Star (2015-2018), Top Attorney (2016-2018), and is a graduate of the Gerry Spence Trial Lawyer’s College (2011).


 

Meredith Taylor has been working in the fiduciary field since 1994, She has her Master’s degree in Psychology and is a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009 she became a partner of IMT Associates and now serves as the sole owner and fiduciary. Meredith is also the Northern Region President and Chair of Legislation for the Professional Fiduciary Association of California. She has a particular interest in serving the mentally ill population and working with families during difficult transitions. Her fiduciary practice is located in San Leandro and serves all surrounding counties.


 

Sylvia uses her special needs background to provide care management and consultation for those who are challenged by disability. She provides guidance to clients, concerned families, and professionals with inquiries about services, entitlements, and resources. Sylvia is a member of the Professional Advisory Council at Torrance Memorial and is a member of the Board of Directors for the South Bay Estate Planning Council. She is a State Trainer of the Family Education Class for NAMI and is also active with, KEEP-SAFE Coalition, Transitions Coalition, UCEDD, and South Bay MAPS (co-chair).


 

Vivian Lee Thoreen is the executive partner of Holland & Knight's Los Angeles office and chairs the firm's national Private Wealth Services Dispute Resolution Team. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, and elder abuse matters. Ms. Thoreen’s experience includes some of the most sensitive and high-profile cases in her field. Whether the matters can be resolved by mediation or require trial, Ms. Thoreen’s clients benefit from her deep personal commitment and nuanced grasp of law and often byzantine facts.


 

Rebecca Van Loon is an estate planning, probate, trust, and tax attorney and shareholder of the firm Seltzer Caplan McMahon Vitek, A Law Corporation located in San Diego, California. Ms. Van Loon has an LLM in Taxation from the University of San Diego and is also certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate law. Ms. Van Loon routinely represents individuals with respect to personal estate planning (including charitable planning, estate/gift tax planning, and succession planning). In addition, Ms. Van Loon counsels fiduciaries as executors, administrators, and trustees (including representation with respect to the administrator of a decedent's estate, revocable trust, and ongoing administration of irrevocable trusts). Ms. Van Loon also sits on the Financial Resource and Development Committee of the San Diego Blood Bank.


 

Mary L. Waltari started her career in the securities industry in the areas of trading, sales, compliance and management. She attended law school at University of San Diego and has been practicing for over 23 years. She focuses on estate planning, special needs trusts, probate, and trust matters. She also provides services to establish court-created special needs trusts, and advises trustees on the administration of trusts.

Mary L. Waltari has been a Judge Pro Tem and is a member of the Estate Planning, Probate, and Trust sections of the San Diego County Bar Association, the Probate Attorneys of San Diego, and the Special Needs Alliance, a national organization of selected attorneys who specialize in disability and public benefits law and who advocate for changes in the law. Mary is a contributing editor to the California Education of the Bar publication on Special Needs Trusts, Planning, Drafting and Administration.


 

Ryan White is the Chief of the Cyber & Intellectual Property Crimes Section at the U.S. Attorney’s Office, where he leads a team of eight federal cyber prosecutors. As a cyber prosecutor, Mr White has handled a wide variety of high-profile cases, including numerous national security, hacking, revenge porn, online threats, intellectual property, and fraud cases. He has handled trials involving theft of trade secrets, bank fraud, identity theft, trademark infringement, and weapons and narcotics trafficking.


 

Lauriann Wright is an experienced Los Angeles probate litigator and estate planner focused on the representation of professional fiduciaries. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and decedent estates. She has been named a Super Lawyer in Trust and Estate Litigation for the 8 consecutive years of 2012-2019. In fact, for 2019, she has been named one of the Top 50 Women Super Lawyers in Southern California. U.S. News & World Report has named her as a "Best Lawyer in America" for 2016-2019 and her firm Wright Kim Douglas ALC as a “Best Law Firm” for 2017-2019.


 

Mike Zea is a Masters Certified Structured Settlement Specialist and managing owner/broker of the Costa Mesa office of Ringler, with more than 30 years of experience in Structured Settlements, claims and risk management. Ringler is the nation’s largest and oldest structured settlement firm with over 70 offices nationwide. Mike specializes in settling Worker’s Compensation, Wrongful Death/Survivor claims, Elder Abuse, Employment Discrimination, and Medical Malpractice personal injury matters.

Mike testifies in court proceedings, arbitrations and settlement conferences as a settlement advisor/expert and annuity specialist. He analyzes Life Care Plans, vocational rehabilitation reports and projects future loss of earnings claims and lifetime medical awards and judgments. Mike holds the Masters Certified Structured Settlement Consultant designation from Notre Dame University. Mike received his Bachelor of Science degree in Political Science from California State University at Long Beach. He has received the highest industry designation from Notre Dame University.