In most conservatorship cases the court will appoint counsel (CAC) to represent the proposed conservatee. In some cases, the court may also appoint a Guardian ad Litem (GAL). It is important for a professional fiduciary to understand the role that each of the appointed counsel plays and the interrelationship between professional fiduciary, CAC and/GAL.
The Interrelationship Of The Professional Fiduciary With Court Appointed Counsel And Guardian Ad Litem
Jodi Pais Montgomery, CLPF
Jodi is a California licensed professional fiduciary, of Pais Montgomery Fiduciary, which was founded in 2011. She is formally trained in social work and strongly committed to meeting the particular needs of conservatees and special needs trust beneficiaries and protecting them from all forms of physical and financial abuse. Jodi has substantial experience in probate estate administration, trust administration and conservatorships of both the person and estate having served in over 100 cases.
Stefanie M. Bennett, Esq.
After graduating Southwestern Law School in Los Angeles, Stefanie moved to Vienna, Austria for approximately two years and worked at the United Nations- International Trade Law Commission, part time and part time at an international law firm. Upon returning to California, in 2000 she worked at Children’s Law Center Los Angeles as a staff attorney representing foster children for six years. In 2006, she opened her own practice focusing on court appointments in Family Law as minor’s counsel and in Probate as minor’s counsel in guardianships. Since 2010, Stefanie has been appointed as “CAC” in limited and general conservatorship cases as well as select cases as Guardian ad Litem.
Philip Barbaro, Esq.
Philip Barbaro, Jr. began practicing law in Southern California in 1980. He is a partner of Barbaro, Chinen, Pitzer & Duke, LLP and is the firm’s primary litigator, focusing primarily in the areas of trusts, wills, conservatorships, elder abuse, undue influence and other probate related matters. He is a certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. His practice also includes administration in the areas of probate, trust, and conservatorship estates, the preparation of wills, trusts, and related estate planning documents, and real estate and business transactions and litigation. Mr. Barbaro represents trustees, beneficiaries, administrators, executors, conservators, private professional fiduciaries, and creditors.