Best Practices When Serving As Conservator Of The Person

Speakers

Suzanne Nicholl, Esq.

Suzanne Nicholl, Esq.

Law Office of Suzanne P. Nicholl, PC

Attorney Suzanne P. Nicholl graduated cum laude from Monmouth University in West Long Branch, New Jersey. She obtained her juris doctor from Thomas Jefferson School of Law in San Diego, California. Among her academic achievements, she received the American JurisPrudence Award, California Jurisprudence Award, and Witkin Award in Accounting for Lawyers. While in law school, she was a member of both the Mock Trial Team and the Alternative Dispute Resolution Team. Additionally, she worked in the domestic violence clinic of the San Diego Volunteer Lawyer Program and was recognized for her work with the Pro Bono Award. Suzanne had the privilege of studying comparative constitutional law with United States Supreme Court Justice Ruth Bader Ginsburg in Nice, France. Additionally she served as the Community Service Chair of the Christian Legal Society at Thomas Jefferson.

Suzanne’s career experience includes estate planning, probate, trust administration, trust and estate disputes/litigation, guardianships, conservator ships, corporate and business entity formation and compliance, stock acquisitions, commercial, residential, and cellular lease agreements, IRS and FTB tax compromise offers, IRS audit defense, ERISA pension compliance, and general civil litigation. Suzanne is a Certified Legal Specialist in Trust & Estate Planning.

She proudly serves as a member of the Board of Directors of Elder Law & Advocacy, a local non-profit that helps seniors defend their legal rights and preserve their respected place in the community.

Hon. Judge Kim R. Hubbard

Hon. Judge Kim R. Hubbard

Superior Court of Orange County

Kim R. Hubbard was an attorney in practice for 29 years and who specialized in Elder Law for the last 18 years of that time. Judge Hubbard chaired the Elder Law section of the Orange County Bar Association in 1995 and was the President of that organization in 2004.

Judge Hubbard served on the governing board of the Victim/Witness Program for Waymakers (formerly CSP) and she was on the board of Community Legal Aid So. Cal. (formerly known as LASOC) for 21 years. She was a founding member of the Orange County Hoarding Task Force and a member of the OAS (Older Adult Services) sub-committee of the Orange County Mental Health Board. She was on the Advisory board that established the Professional Fiduciary credentialing program at Cal State Fullerton and has been a frequent lecturer for the Orange County Bar Association, the Public Law Center and CEB.

Megan A. Moghtaderi, Esq.

Megan A. Moghtaderi, Esq.

Tredway Lumsdaine & Doyle, LLP (TLD Law)

Megan A. Moghtaderi is an associate attorney at TLD Law. Her practice includes trust litigation, estate planning, probate, business formation and business disputes.

Ms. Moghtaderi graduated Summa Cum Laude from Biola University and the Torrey Honors Institute in 2013. She was recognized as the top percent of her graduating class. As an undergraduate, she was a member of the honors societies of Phi Alpha Theta and Pi Sigma Alpha Theta.

Growing up, Ms. Moghtaderi first peaked an interest in law when her family dealt with a hotly, contested probate issue. After receiving her undergraduate degree, she went onto Chapman University Fowler School of Law, earning her J.D. in 2016. During law school, she worked as a Judicial Law Extern for the Honorable Kim. R. Hubbard in Probate at the Orange County Superior Court.

Today, Ms. Moghtaderi actively assists clients in drafting simple and complex estate plans and has developed case strategy for complex Trust and Estate litigation matters involving over $100 million in assets. Devoted to resolving situations amicably, Ms. Moghtaderi was instrumental in helping the Orange County Judiciary develop a mediation program for all Trust, Estate, Probate, Conservatorship, and Guardianship matters.