Professional Fiduciary

• Jan 2017 - Present

• Management as part of trust property and eventual sale of a commercial property – 1995 through 2014 – escrow closed on sale of commercial building on 6/7/2014.• Administration and settlement of numerous trusts and estates• Martialing of assets for trusts and estates • Payment of trust liabilities and administration of trusts while active • Recordkeeping for trusts, estates, and eventual close of accounts at termination of trust or estate• Assisted with sales of numerous single family residences • Reading and interpretation of will and trust documents for trust and estate administration • Preparation of court accountings and exhibits for court testimony• Achieved National Certified Guardian (NCG) through the Center for Guardianship Certification and may act as court appointed conservator of the person or estate.California Professional Fiduciaries Bureau, License #PF 960National Certified Guardian, Center for Guardianship Certification

Firm Administrator

• 1987 - Present