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 to present

National Certified Guardian, 2009 to present

Silicon Valley Bar Association, 2009 to present

Santa Clara County Estate Planning Council, 2010 to present

Los Altos Chamber of Commerce Governement Affairs Committee 2012 to present

COMMUNITY

Montclaire Elementary School PE Program Director 2000-2013

100 Women Foundation Education Committee 2008-2012

Los Altos Rotary Interntional 2012 to present

  Board of Directors 2014-2016

  Director of Youth.and Community Services 2014-2016

  President Elect 2023-2024

Los Altos Rotary Endowment Fund

  Board of Diretors 2018-1022

  Community Grants Chair 2019-2020

  President 2020-2022