We will provide participants an in-depth understanding legal and practical issues faced by Professional Fiduciary Practice Administrators. We will explore actual case studies featuring unique and difficult issues faced by practice administrator and potential solutions. We will assist participants in preparing and implementing a succession plan for their practice. Participants will hear from a professional fiduciary and attorney who are in the process of winding down a significant fiduciary practice. Judge Ana Maria Luna will also provide her prospective on the Court’s role in administration of a professional fiduciary’s practice.
D2 – PPF Practice Administration In Action – How Does This Thing Work?
Speakers
Stacey Haft
SH Fiduciary Services
Stacey Haft is a Private Professional Fiduciary serving as Successor Trustee, Decedent Estate Administrator, Agent for Power of Attorney, Conservator of the Estate in Los Angeles, San Diego and Orange County. Ms. Haft has been licensed since 2016 and currently has $134 Million dollars in current assets under management.
Yevgeny Belous
Rodnunsky & Associates
Yevgeny L. Belous is a partner at Rodnunsky & Associates, a Trusts and Estates Firm located in Woodland Hills, California. Mr. Belous has been practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, estate planning, and probate litigation for his whole career. A large portion of Mr. Belous’s practice is devoted to representing professional fiduciaries in court proceedings and private trusts. Mr. Belous is a frequent lecturer on probate law, fiduciary ethics and fiduciary practice management. He has been selected as a SUPER LAWYER RISING STAR for the years 2018 -2023.
Hon. Judge Ana Maria Luna
Superior Court of California Los Angeles
Judge Ana Maria Luna has served as a bench officer in the Los Angeles County since 1992. She holds undergraduate degrees in Biological Sciences and Spanish from the University of California, Irvine. She received her juris doctorate degree from the University of Southern California Gould Law School in 1984. Before joining the bench in 1992, Judge Luna practiced as a family law attorney and as a deputy public defender in Los Angeles County. Judge Luna has extensive experience in handling family law matters involving issues of child custody, support and property division. Since 2020, Judge Luna has handled a probate calendar where she manages estate, trust, guardianship and conservatorship cases including long cause trials. She has lectured to bar associations and professional organizations including best practices as to case management and evidentiary hearings.