EXPERIENCE


Probate and Trusts:


            Presently acting as court-appointed trustee and guardian and serving as trustee and attorney-in-fact under power of attorney; previously registered Private Professional Conservator, Sacramento, Placer, and El Dorado County Courts; previously appointed estate administrator and receiver.


Preparation of all documents for trust administration, including notices and accountings; coordination with accountants, stock brokers, real estate brokers and financial planners to manage clients’ assets; preparation of court documents, including probate, summary proceedings, conservatorship and guardianship and trust matters; real and personal property transfers; bookkeeping, payroll and tax form preparation.


Litigation: Preparation of computer-assisted document index and retrieval; preparation of discovery documents, including deposition and medical record summaries; factual research; trial exhibits; appellate briefing.


Business: Preparation of incorporation documents, record keeping, minutes, stock transfers; business litigation; tax return preparation; served as secretary to small corporation.

EDUCATION

CALIFORNIA STATE UNIVERSITY, Fullerton fiduciary courses
   
McGEORGE SCHOOL OF LAW, Sacramento Completed two years of law school including classes in torts, contracts, criminal law, criminal procedure, civil procedure, property, corporations, agency, legal bibliography, community property, family law, and income tax.
   
CALIFORNIA STATE UNIVERSITY, Sacramento Bachelor of Arts, English
   
PACIFIC UNION COLLEGE, Angwin General Education

           

WORK HISTORY

5/88 to present Private Fiduciary and Legal Assistant, Probate. Self-employed as independent contractor                                          
   
7/77 to 5/88

Legal Assistant, Probate and Civil Litigation (insurance defense)  

Greve, Clifford, Diepenbrock & Paras -- Private Fiduciary

   
Prior to 7/77  Legal Assistant, Civil Litigation (personal injury, products liability)
              
Diepenbrock, Wulff, Plant & Hannegan                                                Sacramento, California

 

ASSOCIATIONS

Professional Fiduciaries of California, associate member
Center for Guardianship Certification
State of California, Department of Consumer Affairs, Professional Fiduciary Bureau Licensing organization

 

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