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
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.
Lauriann Wright, Esq
Lauriann Wright is an experienced Los Angeles probate litigator and estate planner focused on the representation of professional fiduciaries. For over 25 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and decedent estates. She has been named a Super Lawyer in Trust and Estate Litigation for the 10 consecutive years of 2012 2021. In 2020, she was named one of the Top 100 Super Lawyers in Southern California. U.S. News & World Report has named her as a “Best Lawyer in America” for 2016 2021 and her firm Wright Kim Douglas ALC as a “Best Law Firm” for 2017 20
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.