Need a court fiduciary accounting and not really sure where to start? This pre-intensive on fiduciary accounting will cover the basics from getting started to reviewing the accounting through the eyes of the court. Our speakers will walk through the concepts used to prepare a fiduciary accounting, accounting examples, and the statutory requirements of a court accounting. The course will include common issues and judges’ notes, in addition to the behind the numbers strategies and types of available investment portfolios.
Pre Conference Intensive A
Paul Bartschi is a Senior Financial Advisor and Vice President with the Special Needs Team at Merrill. Paul works closely with trust attorneys and fiduciaries, 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. Paul began his wealth management career in 2001. 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 has been a featured speaker multiple times at the statewide PFAC conference, Special Needs Symposium, as well as, multiple different BAR associations. A committed volunteer, Paul supports various charitable organizations. He is a current board member and former chairman of the Boys and Girls Club of Camarillo. In his free time, he enjoys boating and motorcycle riding. Paul lives in Camarillo, California, with his wife Sarah and their daughters, Ashley, Briana, and Isabella.
Kelly Berlingeri, Esq.
Kelly Murphy Berlingeri, Esq., has been an attorney for 21 years. She currently serves as a permanent Judge Pro Tem – Court Case Management Attorney for the Superior Court of California, County of Ventura, where she presides over the civil Case Management Conferences and Small Claims trials.
She served as the Probate Examiner for the Superior Court of California, County of Ventura, for two years, where she focuses primarily on reviewing conservatorships, guardianships and special needs trust accountings. You will often see her sitting as Pro Tem in J6 when Judge Lund is on vacation.
Prior to joining the court, Ms. Berlingeri practiced as a contract attorney with over fifteen years with various law firms in Ventura County, focusing primarily on fiduciary accounts and petitions. Her private practice also emphasized on 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 law firm.
Hon. Judge Roger Lund
Honorable Roger L. Lund has served as a Judge of the Superior Court of California, County of Ventura since his appointment by Governor Schwarzenegger in 2009. He initially joined the bench in 2008 as a Ventura Superior Court Commissioner, appointed by the judges of the court. He has heard probate, trust, conservatorship, guardianship, family law, civil harassment, domestic violence, small claims, unlawful detainer and criminal cases of all types. His current assignment is in probate, in which he has served since October 2018. From 1996 to his appointment to the bench in 2008, Judge Lund was an attorney and then principal at The Law Offices of Gose, Lechman and Lund in Camarillo, California. His law practice emphasized estate planning, probate, conservatorships, guardianships, trust administration, income, estate and gift taxation, real estate, and general business law.
For several years before leaving private practice, Judge Lund volunteered as a Ventura County Mock Trial Judge for annual high school competitions (which he continues to do), and as an Executive Committee Member of the Ventura County Bar Association, Probate and Estate Planning Section. Also during his years of private practice, Judge Lund volunteered with the St. John’s Pleasant Valley Hospital as Co-Chair of the Planned Giving Committee, served on President’s Council, and as Planning Committee Member and Co-Chair of the Foundation’s AThrough the Looking Glass – Estate Planning Symposium. In 2021, he was the keynote speaker at that Symposium, which continues to this day and is now sponsored by California Lutheran University.