Pre-Conference Intensive B – An Accounting Preparation Primer And The Court’s View Of The Perfect Accounting

Need a fiduciary accounting and not really sure where to start?  This pre-intensive on fiduciary accounting will cover the basics from getting started to reviewing the accounting through the eyes of the court.  Our speakers will walk through the concepts used to prepare a fiduciary accounting, accounting examples, and how to present your accounting to the court.  The course will include comments on investment portfolios, common issues and judges notes.

Speakers

Paul E Bartschi

Paul E Bartschi

Merrill Lynch Special Needs Team
https://fa.ml.com/california/modesto/snt/

When you work to support Special Needs populations, your work is more than a profession. It’s a passion and a commitment to helping the vulnerable members of our society.

Like many who are involved in the Special Needs community, I draw on my own background and family experience as I have personally witnessed and worked with those with special needs. This opportunity has helped me to provide both empathy and compassion for other families who know the joys and challenges of caring for family members who cannot care for themselves. Moreover, having witnessed my beloved grandfather fall victim to Alzheimer’s, I truly understand the fragility and preciousness of those final years.

As a Senior Financial Advisor and Vice-President with Merrill Lynch Wealth Management, I combine empathy and understanding with technical knowledge and insight in helping Special Needs individuals lead a more secure financial future. I work closely with clients’ attorneys and professional fiduciaries, modeling the financial requirements to care for vulnerable populations and designing customized investment approaches to address those needs. I often advise on court supervised matters such as conservatorships and support family trustees who manage an estate on behalf of a loved one.

Kelly Berlingeri, Esq.

Kelly Berlingeri, Esq.

Superior Court of California, County of Ventura

Kelly Murphy Berlingeri, Esq., currently serves as the Probate Examiner for the Superior Court of California, County of Ventura County, where she focuses primarily on reviewing conservatorships, guardianship and special needs trust accountings. Prior to joining the court, for fifteen years Ms. Berlingeri practiced as a contract attorney with over twenty law firms in Ventura County, focusing primarily on fiduciary accounts and reports. Her private practice also emphasized on estate planning, trusts, conservatorships, and estate administrations. Prior to opening her own firm, Ms. Berlingeri worked for five years for a civil litigation insurance defense firm in Camarillo, California. Before attending law school, she gained valuable and practical financial knowledge while working for six years at various financial institutions.

Hon. Judge Roger Lund

Hon. Judge Roger Lund

Superior Court of California, County of Ventura
http://www.ventura.courts.ca.gov/

Honorable Roger L. Lund has served as a Judge of the Superior Court of California, County of Ventura since his appointment by Governor Schwarzenneger in 2009.  He initially joined the bench in 2008 as a Ventura Superior Court Commissioner, appointed by the judges of the court.  He has heard probate, trust, conservatorship, guardianship, family law, civil harassment, domestic violence, small claims, unlawful detainer and criminal cases of all types. His current assignment is in probate, in which he has served since October 2018. From 1996 to his appointment to the bench in 2008, Judge Lund was an attorney and then principal at The Law Offices of Gose, Lechman and Lund in Camarillo, California.  His law practice emphasized estate planning, probate, conservatorships, guardianships, trust administration, income, estate and gift taxation, real estate, and general business law.

Judge Lund received his Juris Doctor degree at Pepperdine University School of Law in Malibu, California. He received a Bachelor of Arts degree in Philosophy at Brigham Young University in Provo, Utah.

In addition to his profession, Judge Lund has volunteered his time in many capacities with the Boy Scouts of America, served as a Planning Commissioner for the City of Camarillo, as a board member of the Boys and Girls Club of Camarillo, Pleasant Valley Education Foundation, and St. John’s Pleasant Valley Hospital Foundation, as a strategist for several local political campaigns, and as an elected member of a county party central committee.

Judge Lund is a proud Eagle Scout.