The panel will utilize their combined experience to demonstrate how special needs clients and their families constitute a unique culture. Professional Fiduciaries who familiarize themselves with disability culture and embrace cultural humility can work well with these clients. Through a review of the literature and case studies, we will illustrate best practices that can instill confidence in the Fiduciary working with special needs clients.
EB 2 – Intellectual And Developmental Disabilities: Sharpening Our Cultural Competency
Speakers
Jeanne Vosloo
Pais Montgomery Fiduciary
Jeanne Vosloo is a California licensed professional fiduciary. Jeanne has worked at Pais Montgomery Fiduciary since 2012, acquiring comprehensive experience serving trust beneficiaries, special needs trust beneficiaries, conservatees, administering estates and managing the finances and real estate portfolios of clients. Jeanne is dedicated and passionate about advocating and protecting individuals with the utmost integrity, kindness, and care. Jeanne was born and raised in South Africa, has travelled the world extensively and appreciates diversity in all individuals and cultures. Jeanne brings real estate expertise from her prior experience as a realtor and is a specialist in property management, property acquisitions and sales. Jeanne has volunteered at the LA LGBT Center and Union Station Homeless Services in Pasadena.
Brenda Shorkend
Shorkend Care Management
Brenda Shorkend is a Certified Aging Life Care Professional®/Geriatric Care Manager, with decades of experience advocating for older people and people with special needs, disabilities and their families. She has a background in Rehabilitation Psychology and is a Fellow of the Leadership Academy of the Aging Life Care Association.
She has strong working relationships with leading professionals, and in addition to working directly with clients, she conducts 730 evaluations and in-depth assessments for Professional Fiduciaries and attorneys. Brenda is the past Chair of the Aging Life Care Association’s Standards Committee and on the Board of JLA Special Needs Trust.
Dr. Joseph Hyungsung Lee, Esq.
Chang & Lee
https://www.changleelaw.com/
Joseph Lee is a partner at Chang and Lee. Joseph Lee practices in the area of Probate and Estate Planning.
Joseph Lee has been practicing probate since his child was first diagnosed with autism, in 2007. When he realized how underserved that population was, he decided that he was going to start a practice to fill those unmet needs. Today, Joe’s practice includes estate planning with an emphasis on families that have special needs issues, conservatorships, and it has grown into a general probate practice.
In this capacity, not only does he help those families that have children with disabilities, but typical families as well. He represents Professional Fiduciaries as well as lay persons in all aspects of Probate, Trust Administration and Conservatorships.
Joseph Lee serves on the Board of Directors of the Pasadena Child Development Associates, Villa Esperanza Services, the Pasadena Bar Association and the Estate Planning Council of San Gabriel Valley.
Joe Lee is a graduate of Seton Hall Law where he received his J.D., Boston College, where he received his B.A. in History and Political Science, he also has an M.Div. from Princeton Theological Seminary as well as a D.Min. from Fuller Theological Seminary. He is admitted to practice law in California, New York and New Jersey.