08 Jan

#LifeHacks from the Fiduciary Files

Hindsight is 20/20 and something we can all learn from. A distinguished panel of 4 licensed professional fiduciaries will share case studies and experiences that have shaped their own planning for the future. You won’t want to miss this opportunity to educate yourself and obtain actionable advice for your estate and life planning.

Aaron Jacobs Jodi Pais Montgomery Roxanne Gunther Robert Earnest speak at Fiduciary Round TablePresented by:

Jodi Pais Montgomery is formally trained in social work and strongly committed to meeting the particular needs of conservatees and special needs trust beneficiaries—and protecting them from all forms of physical and financial abuse. She also has substantial experience in probate estate administration and trust administration.

Aaron Jacobs earned degrees in business and economics. He is V.P. of the So. Cal. Region for the Professional Fiduciaries Association of California. He and his team built their reputation through caring, discrete work with families in need of a trusted agent to act on their behalf.

Roxanne Gunther has served as a professional fiduciary for over a decade, focusing on those populations that are at-risk or in need of advocacy. She is motivated to protect the rights and best interests of her client by assisting clients in transitions administering estates, making healthcare decisions, and being a neutral party to advocate for the care of a family’s loved one.

Robert Earnest (Moderator) brings 30 years of business and legal experience to his fiduciary practice, serving as a probate administrator, conservator, agent and trustee. He utilizes his project management skills to manage his client’s financial and personal affairs with intelligence, independence, and integrity.