Working with Probate Referees

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.

Protecting the Fiduciary Client in the LEGAL aspect of the real estate transaction. Teresa Gorman is a licensed attorney and has a certification as a Trust & Estate Specialist by the State Bar of California. Teresa brings over 20 years of experience in representing the interests of Private Professional Fiduciaries. Teresa’s law practice focused on representing Fiduciaries in some of the most challenging cases in Orange County. Teresa worked closely with Fiduciary Clients to ensure their actions met the standard of care expected by demanding, sometimes discontent, beneficiaries. Teresa provided aggressive and uncompromising representation in Probate, Conservatorship and Trust matters. Teresa was regularly appointed by the courts to serve as court-appointed attorney or guardian ad litem for seniors who found themselves in the crosshairs of the legal system. Teresa also serves a volunteer for South County Senior Services providing legal advice and protecting seniors in need.

As a Trust & Estate attorney Teresa saw the impact when Fiduciaries utilized the services of real estate agents who purchased tawdry “probate specialist” designations. In her role as an attorney, Teresa dealt with the aftermath of real estate agents who exposed her clients to liability when the agent did not possess the requisite experience in the probate court, did not understand the law, and did not understand the heightened duties of a Fiduciary Client. The sale of real property is a legal contract. The real estate transaction of a Fiduciary Client invokes a further level of expertise. Teresa’s law experience as a Trust & Estate Specialist protects the seller and ensures Fiduciaries are insulated from claims by disgruntled beneficiaries and buyers. By selecting FRES, the Fiduciary Client and their attorney can rely on FRES to provide a smooth real estate transaction.