Donna J. Verna

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:

• Estate administration

• Trust management

• Management of personal business

• Daily money management

• Medical care management advisor

• Evaluation and maintenance of a least-restrictive living environment

• Management of care giving environment, agencies and personnel

• Preservation of client’s health, dignity and well-being

• Private fiduciary services with emphasis on effective communication

• Interface with legal, financial and accounting professionals

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