This presentation will examine the challenging landscape of elder abuse in fiduciary work, focusing on the legal, psychological, and practical aspects of handling complex family dynamics and abuse allegations. We aim to offer fiduciaries insights from both legal and psychological perspectives, providing practical strategies for navigating these sensitive situations. Attendees will leave with practical strategies for protecting themselves and the vulnerable elders they serve, while maintaining compliance with legal and ethical obligations.
Closing General Session – Ethical Minefields: Navigating the Complexities of Elder Abuse, Conservatorships, and High Conflict Families As A Fiduciary
Speakers
Stacy L. Reger
Ph.D, Clinical Psychologist
Dr. Reger is a clinical psychologist with expertise in disability, trauma, aging, and neuropsychological assessment. Dr. Reger worked at the Department of Veterans Affairs for a decade prior to opening her private practice specializing in psychological, neuropsychological, and capacity testing in medical-legal cases with adults and older adults.
Dr. Reger completed her doctorate in clinical psychology at University of Nevada, Las Vegas, and her internship and fellowship at the San Francisco VA Medical Center with an emphasis in Geropsychology
Megan Moghtaderi
Offit Kurman P.C.
Megan A. Moghtaderi, Esq. is a Principal attorney at Offit Kurman PC and is Certified Specialist by the State bar of California in estate planning, trust, and probate law. As a certified mediator in alternative dispute resolution, Ms. Moghtaderi skillfully handles administration for private professional fiduciaries across California. She is well-regarded for her expertise in high conflict trust and conservatorship litigation for high-value estates. Ms. Moghtaderi’s legal excellence have earned her numerous recognitions, including the AV Preeminent® rating from Martindale-Hubbell, recognition as a Southern California Rising Star® from Super Lawyers, and inclusion in Best Lawyers: Ones to Watch.
Hon. Judge Jonathan Rosenbloom
Superior Court of California Los Angeles
Judge JONATHAN ROSENBLOOM was appointed as a Judge of the Los Angeles Superior Court in May, 2018. After serving for more than two and a half years in the Court’s Family Law Division, he joined the Court’s Probate Division. He is a member of the CJER (Center for Judicial Education and Research) Advisory Committee’s Probate Curriculum Committee, which develops and delivers educational programs to Probate bench officers state-wide. He is a graduate of UC Berkeley and Northwestern University School of Law.