This session addresses the growing sophistication of scams targeting private professional fiduciaries. Participants will learn how fraudsters exploit fiduciary authority, financial access, and court processes, and how to recognize red flags before losses occur. The course provides practical strategies for prevention, documentation, and response, helping fiduciaries protect estates, clients, and themselves from financial and professional liability.
C2 – It’s A Trap! Don’t Fall For Fiduciary Scams
Speakers
Tamra Otten
Wright Kim Douglas ALC
Tamra Otten has a practice that focuses on probate, trusts and conservatorships. She handles both litigation and administration, including Special Needs Trusts. She represents numerous Private Professional Fiduciaries in contested and uncontested matters, including bench trials, evidentiary hearings and contested petitions. She serves as Court Appointed Counsel.
Mrs. Otten started with WKD as an Associate in 2017. She was promoted to Senior Associate and recently to Partner. Given her experience and rise within the firm, she often mentors the associate attorneys. Her approach to her cases is understanding the procedure and strategizing to get the best and most efficient result.
Hon. Judge Ana Maria Luna (Ret.)
Superior Court of California Los Angeles
Judge Ana Maria Luna has served as a bench officer in the Los Angeles County since 1992. She holds undergraduate degrees in Biological Sciences and Spanish from the University of California, Irvine. She received her juris doctorate degree from the University of Southern California Gould Law School in 1984. Before joining the bench in 1992, Judge Luna practiced as a family law attorney and as a deputy public defender in Los Angeles County. Judge Luna has extensive experience in handling family law matters involving issues of child custody, support and property division. Since 2020, Judge Luna has handled a probate calendar where she manages estate, trust, guardianship and conservatorship cases including long cause trials. She has lectured to bar associations and professional organizations including best practices as to case management and evidentiary hearings.