10 Jun

Protecting Elders in the Age of Covid

Pursuing Nursing Home Abuse and Neglect and Elder Financial Abuse Cases with Tips for Preventing Abuse.

Presented by:

William Newkirk speaks at Fiduciary Round TableWilliam H. Newkirk

Long considered one of the leading trial attorneys representing injured victims and their families in medical malpractice and nursing home abuse litigation, as well as personal injury claims, Bill Newkirk has been elected by his peers to serve on the Executive Board of the American Board of Trial Advocates, and the Board of Governors of the Consumer Attorneys of California (formerly the California Trial Lawyers Assoc) and Consumer Attorneys of Los Angeles (Formerly the Los Angeles Trial Lawyers Association); and has been chosen as a Super Lawyer for more than 10 years in a row. His offices are in Pasadena, CA.

Susanne Cohen speaks at Fiduciary Round TableSusanne C. Cohen

Susanne Cohen, with Hahn & Hahn LLP in Pasadena, represents and assists aging clients and clients with disabilities, their families and their fiduciaries, to advance their legal rights, pursue legal remedies, and optimize their independence and resources. She advises and represents clients in elder and dependent adult financial abuse cases; trusts and estates conflict resolution and litigation; conservatorships, trust and probate estate administration; and estate, special needs and long term care planning, including public benefits planning.

13 May

Lessons from the Queen of Soul: What Can We Learn from Aretha Franklin’s Estate?

If a problem can show up in a celebrity probate, it probably will. We’ll take a look at Aretha Franklin’s ongoing estate and the issues in it, including:
– Was there a will?
– What happens if there’s more than one will?
– What makes a handwritten will valid?
– Who may get what, and how?
– In the family fight, who has the advantage?
– Can relatives file claims for unpaid caregiver services?
– Most important, who gets to drive her Mercedes?

Chris Johnson speaking at Fiduciary Round TablePresented by:

Chris Johnson

Chris Johnson has served estate planning, probate and trust administration clients since 1995, been recognized as a Super Lawyer for the last several years, a “Top Attorney” by Pasadena Magazine and has received a “Superb” 10.0 rating from Avvo. He returned to private practice in 2013 after working with U.S. Trust’s Pasadena and Los Angeles teams as a Senior Vice President and Senior Trust Officer, assigned to high net worth and ultra high net worth families in their generational wealth transfer planning and wealth planning needs.

Chris has extensive experience as a lawyer in estate planning, probate, special needs trusts, irrevocable and charitable trusts, and probate litigation. He works with estates of all sizes, including business succession planning and charitable planning. He is the third generation of his family to work in estate planning and planned giving.

He serves clients from offices in Pasadena, Glendora, Chino Hills and Indian Wells.

08 Apr

Employment Law during COVID-19

Things are rapidly changing with respect to employment law and the expansion of COVID-19. We will be discussing:
• The California Stay Home Order, issued March 19, 2020
• The Family First Coronavirus Response Act, signed into law March 19, 2020
• Essential vs. Nonessential companies
• Furloughs vs. Layoffs
• Exempt vs. Nonexempt Employees
• Paid sick leave and family leave

Cynthia Flynn speaking at Fiduciary Round TablePresented by:

Cynthia Hackler Flynn

Cynthia Hackler Flynn is the founder and managing partner of Hackler Flynn & Associates, a Southern California based employment defense law firm. Since starting her practice, she has grown the firm to five associates and four support staff. The law firm’s focus is employment law where their mission is to protect and defend entrepreneurs and business owners.

11 Mar

Gift Early, Get More: Quantifying the Value of Making Lifetime Exemption Gifts Now

This presentation will show extensive modeling work around understanding numbers behind how much more your beneficiary will receive, and how much more you might save on taxes, by making choices such as earlier lifetime exemption gifts and electing grantor trust status. This topic is especially relevant given today’s historically high lifetime exemption amounts.

Anne Gifford EwingPresented by:

Anne Gifford Ewing, Capital Group Private Client Services

Anne Gifford Ewing is a Senior Vice President and Senior Trust and Estate Specialist with Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Prior to joining our firm in 2019, Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

Anne received her JD from University of California Hastings College of the Law, and both her MA and BA from Stanford University. Before law school, Anne completed Capital Group’s multi-year management training program (TAP). Anne was the 2018-2019 President of the Los Angeles Estate Planning Council, and a past board member of the Fiduciary Roundtable of San Gabriel Valley. Anne is a frequent speaker at various bar association and professional organization meetings. She is based in our downtown Los Angeles office.

Jeff RudermanJeff Ruderman, Capital Group Private Client Services

Jeff Ruderman is a Wealth Strategist for Capital Group Private Client Services. He joined Capital Group in 2011 as a senior client relationship specialist, prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners. Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®. He is based in our Los Angeles office.

12 Feb

2019 and 2020 Tax Update

Highlights of the Tax Cuts and Jobs Act of 2017 (the “TCJA”), the Taxpayer Certainty and Disaster Tax Relief Act of 2019 (the “Disaster Act”), and the Setting Every Community Up for Retirement Enhancement Act (the “Secure Act”).

The Tax Cuts and Jobs Act (the “TCJA” was signed into law on December 22, 2017) is the most significant tax legislation enacted in the last 30 years. TCJA will primarily affect the next eight years. After eight years many of the changes will expire!

The Taxpayer Certainty and Disaster Tax Relief Act of 2019 (the “Disaster Act”) was signed by the President on December 20, 2019. The Disaster Act extends many of the provisions that expired.

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “Secure Act”) was signed by the President on December 20, 2019. The Secure Act expands opportunities for individuals.

Chuck Stanislawsk at Fiduciary Round TablePresented by:

Charles Stanislawski

Chuck Stanislawski has been providing tax, accounting and consulting for over 35 years.
He has extensive expertise in estates and trusts, probate accounting, private foundations, individuals, businesses and non-profit organizations.

Chuck Stanislawski launched his career at Deloitte, Haskins and Sells, now Deloitte, in Los Angeles in 1979. In 1985, he purchased Stanislawski & Company from his father who founded the firm over 60 years ago. For the last 35 years his office has been located in South Pasadena. On behalf of Stanislawski & Company, Inc., Chuck has served on numerous boards including: The USC School of Accounting, Pasadena Museum of History, PCC Foundation and he was also appointed by the mayor as a past City of Pasadena Commissioner.

Chuck Stanislawski holds both a Bachelor’s degree in Accounting and a Master’s degree in Taxation from USC. Chuck is the proud father of three daughters. Besides his family, his next greatest passion is polo where he competes at five local polo clubs and has played internationally.

Steven Trytten speaks at Fiduciary Round TableSteven E. Trytten, Esq., CPA, MBA

Steven E. Trytten, Esq., CPA, MBA, is a nationally recognized authority on tax, estate, and business succession planning. He is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). Steve is recognized in the 2019 Chambers and Partners High Net Worth Guide as a top attorney serving high net worth clients. He is also recognized as one of the top lawyers in the U.S. by his inclusion in The Best Lawyers in America©. Steve teaches as an Adjunct Professor at the U. of Miami Graduate Program in Estate Planning and is a frequent speaker at ACTEC meetings and other programs across the county. He is a “Certified Specialist” both in Taxation Law, and in Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California).

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.

11 Dec

Welcome Three Local Charities

In the spirit of the season, Fiduciary Round Table will honor three local charities.

Convalescent Aid Society Offers free loan of durable medical equipment from Burbank to the west to Claremont in the east.



Five Acres A full continuum of care for children and families in crisis, including foster care, adoption, deaf services, therapeutic residential care for foster youth and community-based mental/behavioral health programs.


Elizabeth House Providing shelter and services for pregnant women experiencing homelessness and their vulnerable children.

13 Nov

Administering Trusts and Estates in the Age of Cryptocurrencies

With the rise of blockchain technologies, trustees and other fiduciaries must now navigate complex duties as they pertain to an emerging asset class: cryptocurrencies. This presentation will orient you to some of the key issues to keep in mind when administering trusts and estates, with an eye toward limiting the possibility of litigation and towards leveraging existing tools to ensure that all digital assets are safely and legally marshaled, stored, and eventually distributed.

J D Rees presenting at the Fiduciary Round TablePresented by:

J.D. Rees, Attorney, Sheppard Mullin

J.D. Rees is a sixth-year attorney in Sheppard Mullin’s Private Wealth and Fiduciary litigation group. He practices all kinds of commercial litigation but focuses on trusts and estates disputes. He has counseled institutions and individuals in administering trusts and estates and has secured victories for clients both in trials and in pretrial litigation. J.D. is passionate about blockchain and cryptocurrency technology, particularly as it pertains to fiduciaries and their obligations in administering trusts and estates.

Most importantly, Eran is driven by a passion to champion others and inspire change in those who wish to reach their full potential. He is frequently sought by professionals, entrepreneurs, and small business owners for his vast knowledge and skills in improving time management and productivity as well as his ability to help individuals identify blind spots and break through the obstacles that are getting in the way of their success.

13 Jun

A Medical Incapacity Hold Policy Detains and Protects Patients Who Lack Decisional Capacity: Issue Resolved

BACKGROUND: Medically hospitalized patients who lack decisional capacity may request, demand, or attempt to leave the hospital despite grave risk to themselves. This common scenario has caused physicians to struggle to determine the best way to safeguard such patients. In many jurisdictions there are no laws that address this matter directly. As such, CL Psychiatrists are often called upon to issue an involuntary psychiatric hold to keep the patient from leaving. However, doing so generally runs afoul of the law, as civil commitment statutes were not intended for, and do not address, the needs of the medically ill patient who does not have a psychiatric illness.

OBJECTIVE: In this meeting we will engage in a discussion of the complex medical, legal, and ethical aspects of patients in such scenarios. We will discuss the development of institutional policies that establish the rationale and procedures for involuntarily detaining such patients with a “Medical Incapacity Hold” (MIH). The MIH concept begins with 4 prerequisite conditions: A) The patient lacks decision-making capacity regarding his/her healthcare condition, b) The patient asks/tries to leave the inpatient setting, c) If allowed to leave, the patient is at imminent risk of harm, and d) There is a professional opinion that the patient is not appropriate for a mental-health hold. Specific learning objectives:
• Debate the complex ethical, legal, and risk elements related to medically incapacitated patients who attempt to leave the hospital despite the potential for serious harm.
• Evaluate options for responding in such clinical scenarios; including policies that establish a Medical Incapacity Hold and the potential applicability to the attendees’ own institution.

Click here to download and print a copy of this presentation.

Presented by: Erick H. Cheung, MD – Associate Medical Director, UCLA Resnick Neuropsychiatric Hospital, Medical Director, UCLA Psychiatric Emergency Services

About Erick H. Cheung, MD

Erick M. Cheung, MD speaking Fiduciary Round Table in PasadenaDr. Cheung received his medical degree in 2007 from Albany Medical College with a distinction in biomedical ethics. Dr. Cheung completed his adult psychiatry residency at UCLA, where he served as chief resident in 2010. He is Assistant Professor of Health Sciences at the UCLA David Geffen School of Medicine, Medical Director of the UCLA Psychiatric Emergency Services, and Chief Quality Officer of the UCLA Resnick Neuropsychiatric Hospital (RNPH). He was recently appointed to Associate Medical Director of UCLA RNPH in 2018. Dr. Cheung has extensive involvement in both his professional society and public service, including currently serves as President Elect of the Southern California Psychiatric Society, and Chair of the Los Angeles County Emergency Medical Services Commission. In recent years, he has also chaired the EMS Commissions’ task force on the pre-hospital care of mental health and substance abuse emergencies. His scholarly interests naturally include emergency psychiatry, ethics and neuroethics, and quality improvement in mental health. Dr. Cheung has received several awards and distinctions across his career, including the Residents’ Award from the American Association for Emergency Psychiatry in 2011 and the Presidential Award from the Southern California Psychiatric Society in 2010.

09 May

Detecting Corporate Psychopaths

Psychopaths make up 1% to 4% of the population. While serial killers tend to get the most press, psychopaths in the workplace are a common and pervasive problem, especially when in leadership positions. This presentation will discuss the unique characteristics of corporate psychopaths and how their manipulative and deceptive behavior can devastate co-workers and businesses. This is an issue that needs to be on every business’ radar screen. Read More

Click here to download and print a copy of this presentation.

Presented by: Kathy Bazoian Phelps, Partner, Diamond McCarthy LLP


Kathy Bazoian PhelpsAbout Kathy Bazoian Phelps

Kathy Bazoian Phelps is a partner at Diamond McCarthy LLP in Los Angeles and has been a lawyer since 1991, with experience in bankruptcy law, fiduciary representation, and fraud litigation. Kathy’s practice includes representing trustees and receivers, serving as a Chapter 11 trustee, and representing litigants and parties in interest in bankruptcy and receivership cases and other insolvency proceedings. She is particularly knowledgeable about the administration of Ponzi scheme cases and has extensive litigation experience in a claims arising in these types of cases.

Kathy has lectured widely and written on bankruptcy and receivership matters, with a focus on Ponzi schemes. Her book entitled The Ponzi Book: A Legal Resource for Unraveling Ponzi Schemes, co-authored with Hon. Steven Rhodes, has garnered national and international attention as the authoritative work on Ponzi scheme law. Some of her other publications include Ponzi-Proof Your Investments: An Investor’s Guide to Avoiding Ponzi Schemes and Other Fraudulent Scams, The Depths Of Deepening Insolvency: Damage Exposure For Officers, Directors and Others, as well as The Ponzi Scheme Blog.

In addition to her roles as lawyer, speaker and author, Kathy also serves as a mediator and is currently on the roster of mediators for the Financial Industry Regulatory Authority, as well as the Bankruptcy Mediation Panel for the Central District of California and the Bankruptcy Mediation Panel for the District of Arizona.

Kathy is also Editor-in-Chief of Receivership News, and serves on the Boards of Directors for the California Receivers Forum, Los Angeles/Orange County Chapter, National Association of Federal Equity Receivers, and American Bankruptcy Institute.