PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Recent media coverage regarding Fiduciary practices has led to some passionate discussion regarding Conservatorships and the Probate System in California. The “gray area” of client best interest has come under heated debate from parties who would advocate against standard Conservatorship practices as well against CA Licensed Fiduciaries. Codified Probate Court procedures and accountings can offer answers to family members and other interested parties concerned with client care. This presentation will discuss recent changes to California law and current developments in Conservatorships from the Judicial, Fiduciary, Financial and Legal perspectives. Our distinguished panel will look beyond traditional court review of Conservatorships and Court Supervised Trusts for a detailed analysis of what really occurs in client estates. Honorable David J. Cowan, Supervising Judge of the Probate and Mental Health Depts. of the Los Angeles County Superior Court, will lead the panel and offer his insights concerning recent law changes as well as pragmatic advice regarding these issues. Joining him will be Attorney Tamie Jensen, an experienced probate attorney and current President Elect of the Los Angeles County Bar Association, who will add her perspective as a long-time legal representative for Professional Fiduciaries. Rounding out the group will be Financial Advisor Scott MacDonald, an arbiter of many client conflicts who will share his unique interpretation on budget and financial issues in Conservatorships. The event will foster an interactive discussion between panel members to seek pragmatic solutions and foster better understanding of Conservatives’ best interests.