Working With Probate Referees

In 2020 the California Probate Refereeā€™s Association released their updated Probate Referee Guide. Each attendee will be given a free copy of The Probate Referee Guide. The Guide is designed to assist professional fiduciaries, attorneys and staff to ensure each Inventory & Appraisement is properly submitted so that the returned valuations are accurate and can withstand the scrutiny of both the Courts and the beneficiaries.  Practical suggestions and forms will be provided.  A California State appointed Probate Referee will provide best practices and answer questions about hard to value assets.  Fiduciary Real Estate Services will provide insight on the valuation issues surrounding real properties from the perspective of the real estate broker, the Probate Referee and an attorney.  An inaccurate valuation can haunt a PPF and invite breach of fiduciary duty claims.  An accurate valuation can serve to protect the professional fiduciary by having an expert, known by the Courts, supporting the sales/transfer value.

Speakers

Ruben Martinez

Ruben Martinez

Fiduciary Real Estate Services
Anthony Cangelosi

Anthony Cangelosi

California Probate Referee
Steven Paull

Steven Paull

California Probate Referee

Mr. Paull was appointed as a California Probate Referee in 1989 per California Probate Code Section 400-408 and Code Section 16247. He has been valuing assets since 1989 for the Superior Court, arbitration and litigation matters and for estate planning. Mr. Paull has valued well over 4,000 estates and trusts since 1989. Mr. Paull holds a Bachelor degree in Accounting and a Masters in Business with an emphasis in Real Estate. Mr. Paull is a CPA and holds a California Real Estate Broker’s License. He has taught real estate finance and valuation courses at the University of California, San Diego and to the California Probate Referee Association Members.