Desert Fiduciary Services

As a licensed CA Professional Fiduciary, I provide a full range of Professional Fiduciary services to individuals and families under court supervision or independently. As needed, I coordinate and manage utilization of support services such as Care Givers, Investment Pros, Medical and Mental Health Professionals, Insurance Providers, Health Insurance and Retirement Plans, Governmental Programs, Financial Services and Real Estate Professionals.

Services:

• Conservator of the Person • Trustee, Co-Trustee, Successor Trustee • Conservator of the Estate • Daily Money Manager• Agent Under Power of Attorney • Personal Representative• Special Needs Trust Administration •Probate Administrator

Fiduciary Education & Certifications:

CA Licensed Professional Fiduciary #557

Certificate in Professional Fiduciary Management for Trustees - CSU- Fullerton

Certificate in Professional Fiduciary Management for Conservators - CSU- Fullerton

Business Experience:

Over 30 years as a Human Resources and Security Executive in large complex aerospace organizations. Managed up to 200 employees and budgets of $20,000,000. Engaged in all Human Resources and Safety & Security functions in multi-state locations. Managed compensation, healthcare and retirement plans. Engaged in collective bargaining. Also managed Facilities function for several years.

Business Education & Certification:

MBA, Finance/Marketing - University of California- Los Angeles

MS Organizational Development - Pepperdine University (ABT)

CSU- Long Beach – BA English Literature

L. A. County Bar Association – Basic and Advanced Mediation & Dispute Resolution courses

CA Real Estate Broker’s License, GRI, (DRE#00593340)

Certified Employee Benefits Specialist (CEBS)

Professional Organizations & Memberships:

Professional Fiduciaries Association of CA, ProVisors, LA County Bar Association-affiliate,Bruin Professionals,

Desert Bar Association- affilliate, Beverly Hills Bar Association-affiliate, Santa Monica Bar Association-affiliate,

Palm Desert Chamber of Commerce, Los Angeles Estate Planning Council, National Alliance on Mental Illness, American Society on Aging, Organization of Women Executives