Private Professional Fiduciary
P.O. Box 3805
Los Altos, CA 94024
ph: 650-383-8348
fax: 650-383-5199
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OBJECTIVE
Provide highest possible standard of trust management, estate administration, conservatorship services, general or health care power of attorney, health care advocate, agent for bill pay and case manager to ease family situations relating to aging, illness and life circumstances
SUMMARY
Ten years experience as a personal private fiduciary including:
PROFESSIONAL EMPLOYMENT
PRIVATE PROFESSIONAL FIDUCIARY, Self Employed 2000 to Present
Trustee, successor trustee, conservator, power of attorney with experience in management of financial affairs including setting budgets and bill pay service, evaluation of client portfolio and prudent investing consulting with qualified professionals, health care management with experience in Alzheimer’s and Parkinson’s, creative solutions to care giving needs and supervision, and oversight of medical care. Coordinated communication with and involvement of all family members to maximize care, alleviate concerns and promote cooperation to benefit clients. Extensive coordination of lawyers, investment managers and banking relationships to fulfill family fiscal and emotional needs. Experience with multi-million dollar estates managed and resolved in fiscally responsible and efficient manner. Experience in assisting clients define goals and objectives during estate planning process. Clients include founder of a Fortune 500 company, education professionals and techology community members.
SEQUOIA ASSOCIATES, Legal Assistant 1982 to 1996
Sequoia is a private investment firm specializing in private equity placements. Primary focus was organization of systems to facilitate communication with investors, legal and financial partners. Supporting four principals of the firm, was actively engaged in every aspect of each transaction from research, identification, negotiation, acquisition, funding, management through maturity, IPO, sale and distribution to investors.
EDUCATION
California State University-Fullerton
Certificate, Professional Fiduciary Management of Trusts and Conservatorships
Cañada College
Certificate, Paralegal, awarded with High Honors
Phoenix College
Associate of Arts Degree, Liberal Arts, awarded with Honors
PROFESSIONAL ASSOCIATIONS
Professional Fiduciary Association of California, 2009
National Certified Guardian, 2009
Silicon Valley Bar Association, 2009
Santa Clara County Estate Planning Council, 2010
Notary Public
COMMUNITY
Montclaire Elementary School PE Program
2000 to Present
100 Women Foundation Education Committee
2008 to Present
Copyright 2010 VernaFiduciary. All rights reserved.
P.O. Box 3805
Los Altos, CA 94024
ph: 650-383-8348
fax: 650-383-5199
dj