Jodi Pais Montgomery

Jodi Pais Montgomery

Pais Montgomery Fiduciary

Jodi Pais Montgomery, a California-licensed professional fiduciary for well over 10 years, is one of the two principals of Pais Montgomery Fiduciary. 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. She has served as a counselor with AIDS Centers Pasadena and as a service volunteer with the Special Olympics.

Conference Sessions

D2 - Tales from the Crypt: Post-Death Issues Regarding Tangible Personal Property