Like a 90-minute visit to the Louvre, this presentation will examine a small fraction of scenarios which private professional fiduciaries may encounter, serving as personal representatives in trust and estate administrations or as conservators, which involve or are governed by Family Law. Our goal is to sensitize participants to these issues, so that they will be better able to work with their regular counsel and/or retain family law counsel in a timely fashion to protect their clients’ interests.
Death, Divorce, Incapacity and Other Uplifting Topics Interest to Private Professional Fiduciaries
Hon. Judge Jonathan Rosenbloom
Hon. 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. Prior to his appointment, he was in private practice, primarily in the areas of estate planning, administration and litigation and all aspects of conservatorship proceedings, from serving as court-appointed counsel to representation of private professional fiduciaries. Judge Rosenbloom served for ten years on the Probate and Mental Health Advisory Committee of the California Judicial Council. He was a contributing author to the California Decedent Estate Practice treatise (CEB). He held several leadership roles in the Los Angeles County Bar Association’s Trusts and Estates section and organized and moderated training programs for court-appointed counsel in probate and conservatorship matters for many years. Judge Rosenbloom is a graduate of UC Berkeley and Northwestern University School of Law.
Natalie Lowe, Esq.
Natalie Lowe has practiced family law exclusively for 15 years. She handles all aspects of complex family law matters, including valuation of professional practices and other business entities, reimbursement claims, determining and confirming claims of separate property, spousal and child support (including high net-worth individuals), and resolving or litigating child custody disputes, whether initial, or post-judgment modification proceedings. Ms. Lowe is a member of the Los Angeles County Bar Association and serves on the Executive Committee of the Beverly Hills Bar Association. She is a graduate of UCLA and of Santa Clara University School of Law.