Cost: $75 PFAC Member – $100 Non-Member
Speakers: Aaron Jacobs and Norine Boehmer
CEU Awarded: 1.5 Practice Management
Presented Date: 07/17/2018
Learn from seasoned and established professional fiduciaries the critical elements needed in establishing and growing your practice. The session will provide examples and templates as well as details on how to set up effective systems, how to choose your clients and how to choose the right legal representation. The course will also cover what to do when it is time to leave a case.
Aaron N. Jacobs is a California licensed professional fiduciary and owner of Sentry Services. Aaron specializes in assisting his clients as trustee, successor trustee, conservator, power of attorney, and guardian, as needed. Aaron has degrees in business and economics. He is co-president of the San Gabriel Valley chapter of the Professional Fiduciaries Association of California. He has built his reputation in Pasadena and throughout Southern California through caring, discrete work with families in need of a trusted agent to act on their behalf.
Ms. Boehmer has been in practice over 15 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 to 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. Ms. Boehmer, who is also a licensed tax preparer, has owned and operated Norine Boehmer Management, Inc. since 1990.