Seasoned fiduciary, Meredith Taylor, and trust and estates attorney, Douglas Housman, will present best practices for effective case vetting. We will explore your ideal case and your bandwidth to take on a case that is new and challenging. We will review the intake process in depth including checklists for both the fiduciary and the attorney. How do you get your referrals for cases and build and maintain these relationships. An overview of special considerations such as types of assets, competency and family dynamics will be discussed. Finally, we will explore the world of court vs non-court supervised cases.
B3 – Effective Case Vetting – To Take The Case Or Pass
Speakers
Douglas Housman
Law Offices of Cain, Cain & Housman
Douglas W. Housman is a partner at the Law Offices of Cain, Cain & Housman practicing in the areas of Conservatorships, Trust Administrations, Estate Planning, Elder Abuse, Decedent’s Estates, and Litigation. He focuses on representing California Private Professional Fiduciaries in all types of probate matters. He is a member of the Contra Costa Bar Association where he was the past president and is a current board member for the Elder Law Section. He is also a board member for the Tri-Valley Estate Planning Counsel. He is a lifelong resident of Benicia where he resides with his wife and 9-year-old son.
Meredith Taylor
IMT Associates
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.