Pre Conference Intensive A

Paul Bartschi is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. Paul works closely with trust attorneys and fiduciaries in the Greater Los Angeles area, helping them better serve their clients by developing customized financial roadmaps that reflect each client’s unique needs and priorities. He is skilled in anticipating critical decision points in a client’s financial life, assembling the information and resources that facilitate informed analysis and cohesive tactics. A clear communicator, Paul enjoys unwinding complexity, assisting clients in developing a more purposeful path forward. Paul began his wealth management career in 2001 at Morgan Stanley. Four years later, he moved to Merrill. He earned his undergraduate degree in Political Science from California State University, Sacramento, and his M.B.A. with a concentration in Finance from California Lutheran University. Paul is proud to be part of the Forbes “Best-in-State Wealth Management Teams” list, (published annually in January. Rankings based on data as of March 31 of prior year), 2024 and 2023 as a member of The Special Needs Team.

Paul lives in Camarillo, California, with his wife Sarah and their daughters, Ashley, Briana, and Isabella. A committed volunteer, Paul supports various charitable organizations and serves in his ecclesiastical leadership. He is a former board member and chairman of the Boys and Girls Club of Camarillo. In his free time, he enjoys boating and motorcycle riding.

Kelly Murphy Berlingeri, Esq., currently serves as a Court Attorney for the Superior Court of California, County of Ventura. She previously served as the court’s Probate Examiner, where she focused primarily on reviewing conservatorship, guardianship and special needs trust accountings. Prior to joining the court, for fifteen years Ms. Berlingeri practiced as a contract attorney with over twenty law firms in Ventura County, focusing primarily on fiduciary accounts and reports. Her private practice also emphasized estate planning, trusts, conservatorships, and estate administrations. Prior to opening her own firm, Ms. Berlingeri worked for five years for a civil litigation insurance defense firm in Camarillo, California. Before attending law school, she gained valuable and practical financial knowledge while working for six years at various financial institutions.

Judge Lund currently serves as the Presiding Probate Judge handling all probate, trust, conservatorship and guardianship of the person and estate cases in Ventura. He was appointed Superior Court Judge by Governor Arnold Schwarzenegger in December 2009. Judge Lund was named 2022 Judge of the Year by the Ventura County Trial Lawyers Association. Prior to joining the bench, Judge Lund was in private practice for 13 years, handling wills, trusts, probates, conservatorships and guardianships, and also served as a Probate Referee Assistant to Gregory R. Gose, California Probate Referee, assisting in the valuation of all kinds of probate estate assets.