I have made it one of the goals of my life to help people. I have been doing that since 1989 when I started managing a bank in Lincoln. I have spent most of my career not only helping clients but the community as well. For example, I was the charter President of Lincoln Kiwanis, the charter Treasurer of Lighthouse Counseling and Family Resource Center, a Board of Director for Lincoln Police Activities League, and have served in various capacities for other Lincoln community non-profits including currently serving as President of the board for Seniors First, South Placer Estate Planning Council and the Professional Fiduciary Association of California, Sacramento chapter. In addition I have also served in various government roles such as advisory committees and two terms on the Lincoln City council.
I also have had on-going training for my board and fiduciary roles. It takes more than just a gut feeling and a few basic business skills to serve people and organizations in these capacities; it takes many outside resources and others experiences to provide the best stewardship.
The Fiduciary is in a role of trust as he or she administers your estate. You charge them with the responsibility of taking care of you (Conservator of Person), your estate (Conservator of Estate) or both in a Trustee capacity in the event that you are no longer able or want to administer your Trust. Many choose a California Licensed Professional Fiduciary (CLPF) over a family member because of their expertise, avoidance of the appearance of favoritism among family members or because of family dynamics. You should work with your attorney and CPA to determine who would be the best appointment for you.
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