This presentation focuses on walking through a fiduciary’s very first conservatorship case and how she and her team handled the multitude of issues that occurred. We will discuss issues involving a dissolution of domestic partnership, restraining orders, third party interference, and care providers. There will be a special focus on the ethics behind her decisions and the forces and obligations pulling her in different directions.
D5 – A Conservatorship Case Study: Nosy Neighbors, A Toxic Boyfriend, No Money, Suspicious Solar Panels, and the Ethics Behind It All
Speakers
Sharon Duncan
Duncan Fiduciary Services
Sharon Duncan has been a California Licensed Professional Fiduciary since December of 2018. Prior to that, she held a variety of executive positions in banking, printing and publishing, and in international business development. Sharon is a member of PFAC and has served on the State Board as well as Board President of the Northern Region. She is currently Board Secretary of the Northern Region. She has a B.A. degree in English from Macalester College and an MBA from the University of St. Thomas, both in St. Paul, Minnesota. She received her Fiduciary Management credentials from Cal State Fullerton.
Nick Landaker
The Key
Nick Landaker is the Regional Business Development Manager with TheKey, where he has worked for nearly eight years. Specializing in business development, he helps referral sources and clients improve outcomes by navigating healthcare decisions, healthcare systems, and managing complex cases. He understands the challenges fiduciaries face regarding client liability, and his expertise in private pay healthcare supports fiduciaries in serving their clients. Nick is honored to be part of this panel and real- life case study on challenging cases at the PFAC conference.
Sarah B. Russo
Russo Elms Roberts LLP
Alex Chen
Acuna Regli LLP
Alex Chen is a Partner at Acuña Regli in Pleasant Hill, California, a firm dedicated to all aspects of trust and estate law. He was licensed in 2009 and has been with his firm since 2015. His practice focuses on conservatorships, trust and probate administration, and fiduciary representation. He served on the board of the East Bay Trusts and Estates Lawyers for 6 years. He is an active member at his church and enjoys hiking in national parks with his 2 year-old child and wife.