Through interactive case studies, this panel demonstrates how professional fiduciaries can team up with an aging life care managers and trusted counsel to develop solutions to tricky family situations. The team will address how best to “wow” and persuade the judge to implement their solutions. The case studies will be derived from the practices and experiences of the panel and made interactive through the polling features of the conference app.
Twice The FUN In DysFUNctional Families – Interactive Case Studies
In addition to serving as a Professional Fiduciary, for nearly 30 years, Vanita has represented clients in various sales professions having a significant fiduciary component, including Realtor, financial advisor and insurance agent. As a Realtor, Vanita primarily represented first-time homebuyers streamlining the sales process, negotiating on their behalf and protecting their financial and personal interests. As a financial advisor, she consulted with individuals on the diversification of their retirement portfolios to maximize value and minimize risk. As an insurance agent, she advised clients on coverage to protect their valuable assets. Her advice to clients has always been guided by their desires and their best interests.
Yevgeny Belous, Esq
Yevgeny L. Belous completed his undergraduate studies at the University of California Santa Cruz in 2005, graduating with a degree in Economics and Business Management. Mr. Belous earned his J.D. from Thomas Cooley Law School in 2009. For 10 years, Mr. Belous has been practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, estate planning and probate litigation. A large portion of Mr. Belous’ practice is devoted to representing professional fiduciaries in court proceedings and private trusts. This includes representing professional fiduciaries in disciplinary proceedings by the Professional Fiduciaries Bureau. Mr. Belous is a frequent lecturer on probate law, fiduciary ethics and fiduciary practice management. He has been named a SUPER LAWYER RISING STAR for 2018, 2019 and 2020.
Hon. Judge Mary Thornton-House (Ret.)
Judge House recently retired after 22 years on the Los Angeles Superior Court, where she presided over countless jury and court trials in the Civil and Probate departments. With experience serving as the Supervising Judge of the Northeast and North Central districts, Hub Operations and Assistant Supervising Judge of Civil countywide, Judge House brings a unique and in-depth understanding of all aspects of civil case processing and case values. She is touted for her calm demeanor and unbending graciousness to all that appeared in front of her, as well as her extraordinary and relentless, common-sense approach to settling cases.
Brenda Shorkend is a Certified Aging Life Care™ Manager/Geriatric Care Manager, with over 25 years of experience working with older people and people with disabilities and their families. She has a background in Rehabilitation Psychology and is a member of the Aging Life Care Association. She has worked in a wide variety of hospital and community settings, including Huntington Hospital’s Senior Care Network in Pasadena. Brenda has broad knowledge of local resources and services. Brenda is a strong advocate for her clients. She works with her clients to tailor unique solutions for each individual that maximizes their independence and autonomy while ensuring their safety and well being.
She is the incoming Chair of the Aging Life Care Association’s Standards Committee and is on the advisory boards of the West San Gabriel Valley Elder Abuse Task Force and of Community Healthcare Ethics.