Pre-Conference Intensive B – Developing and Maintaining a Professional Fiduciary Practice – Part 2

Join us on Wednesday for an all-day intensive on starting, growing, and developing your fiduciary business!

The first half of the day will be focused on setting up your business (including entity selection), how to market your business, dialing in your intake process, working with counsel, and time tracking. 

The second half of the day will include the ins and outs of hiring and firing, setting up your office space, technology dos and don’ts, how to avoid burnout. 

The day is designed for fiduciaries who are just setting up their business and those who are ready to grow! 

What does your team look like

Presenters: Meredith Taylor, IMT Associates; Robert Nuddleman, Nuddleman Law Firm, P.C.
– Growing the team
  • Hiring (employee vs. independent contractor)
  • Firing
– Policies Systems and Procedures
  • Employee handbook
– Confidentiality
– Training and education
– Supervision and discipline
– Hiring counsel and/or HR company
– Mention use of possible independent contractor for support
  • Bookkeeping
  • Accounting
  • Tax return preparation
  • Case manager
  • Delivery service
  • Errands
  • Property management
  • Caregivers
  • Junk removal


What does your space look like?

Presenters: Shannon Downs, Downs Fiduciary Services; Ali Goff, Goff Legal, P.C.
– Physical space
  • Home office
  • Rent space
  • Share space
– Virtual space
  • Website
    • Reflection of your business and services
    • See above section
– Technology
  • File/record keeping
    • Cloud storage
    • Paper storage
    • Timeline of when you can destroy files
  • Backups
  • Security (anti-virus, firewall, secure portals, HIPAA compliancy)
  • Software
    • For time tracking
    • Client data
    • Communications (internal and external)

– Communications with clients



Presenters: Ali Goff, Goff Legal, P.C.
– For the business
  • Budget
  • Weekly C(m)EO meeting for fiduciaries
    • Review weekly financials
    • Review monthly financials
    • Stay on top of A/R and cash flow
– Within the business
  • Bookkeeping systems
    • Quicken vs. QuickBooks
    • Electronic checks vs. handwritten paper check
    • Reconciliations
    • Delegate?


Taking Care of Yourself

Presenters: Meredith Taylor, IMT Associates; Judge Mary Thornton House (Ret.), ARC
– Personal goals
– Avoiding burnout (compassion fatigue)


Vanita Jones

Urban Fiduciaries

Meredith Taylor

IMT Associates

Heather Johnston

Sapphire Law Group

Shannon Downs

Downs Fiduciary Services
Alexandria Goff

Alexandria Goff

Goff Legal, PC

Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.

Robert Nuddleman

Robert Nuddleman

Nuddleman Law Firm, P.C.

Robert Nuddleman is the owner and primary attorney at the Nuddleman Law Firm, P.C.  He represents individuals and companies in federal and state court and various administrative agencies such as the California Department of Industrial Relations (Labor Robert E. Nuddleman Employment & Business Law Commissioner), Equal Employment Opportunity Commission, Department of Fair Employment and Housing, and Unemployment Insurance Appeals Board.  A significant focus of Mr. Nuddleman’s practice relates to wage and hour claims, breach of contract, trade secret protection, claims of sex, race, age, and pregnancy discrimination and/or harassment and accommodating persons with disabilities.  Mr. Nuddleman advises and represents business clients in employment and business matters in an attempt to avoid Pleasanton:  925-400-9052 San Jose: 408-498-7642 Fax: 408-400-9052 E-mail: Emphasis: Employment Litigation Employment Counseling Caregiver Laws Overtime and Compensation Issues Discrimination/Harassment/Retaliation Contract Negotiation Trade Secrets and Unfair Competition Leaves of Absence Issues Employment Policy Review Pro Bono & Public Service Work Assistant Scout Master of Troop 999, Livermore, CA Board Member, Tri-Valley Non-Profit Alliance Member, Kiwanis Club of San Ramon Valley litigation and reduce potential exposure to claims of all kinds in light of developing law.

A particular focus of Mr. Nuddleman’s practice includes advising caregiver agencies, trustees, conservators, families, residential care facilities, care homes and others regarding wage and hour and employment laws in the elder care industry.  Mr. Nuddleman frequently presents seminars and workshops regarding workplace disputes and compliance with federal, state and local employment laws.