March 10, 2021 Meeting

March 10, 2021, 7:00 a.m. to 8:45 a.m.

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Please register no later than Tuesday, March 9 at 5:00p.m.

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NOTE: Only members and paid visitors will be admitted to this meeting.

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Visitors Fee: $20 Click here to pay via PayPal and return to this page to register for the meeting. Please register by March 9 at 5:00p.m.

Topic: The Kids Don’t Want It… Now What? Estate Settlement of Tangible Personal Property

This presentation will feature a panel of professionals who each handle a facet of estate settlement for tangible personal property. From recovering important documents and hopefully avoiding probate, to deciding what to do with the household contents, the administration involved in dismantling an estate requires an experienced and collaborative team. Learn more about best practices for inventorying, appraising, selling, donating and distributing the art, jewelry, decorative objects, furnishings, and all of the remaining “stuff.”

Speakers:

Noelle Valentino, speaker at Fiduciary Round TableNoelle Valentino, John Moran Auctioneers
Noelle Valentino’s career in the art world has spanned institutions including the Smithsonian, Christie’s auction house, The Getty Museum and UCLA. She is now the Department Manager for Trusts and Estates at John Moran Auctioneers, a role that combines business development and appraisal services. With a broad specialization in household contents, Noelle frequently reviews art, decorative objects, jewelry and more for auction consignments and appraisals.

 

Morgana Blackwelder, speaker at Fiduciary Round TableMorgana Blackwelder, John Moran Auctioneers
As the Senior Vice President of John Moran Auctioneers and Appraisers, Morgana’s seventeen years of experience have made her uniquely suited to review large collections and estate property. In addition to working with trusts and estates clients, she is responsible for strategic planning, research, valuations, and appraisals.

Morgana also has an expertise in fine art, and as the director of that department, she oversees more than 3,000 lots sold at auction per year. Over the course of her career she has been instrumental in making astonishing discoveries in the most unlikely of residences. Her keen eye, vast knowledge of her subject and easy rapport with clients have made her an invaluable resource to professionals.

 

Susanne Cohen speaks at Fiduciary Round TableSusanne Cohen, Hahn & Hahn LLP
Susanne 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.

 

Regina Lark, speaker at Fiduciary Round TableRegina Lark, A Clear Path
In 2008, Dr. Regina Lark founded A Clear Path: Professional Organizing and Productivity. Regina is a featured speaker and educator on issues ranging from productivity, hoarding, and women’s leadership.As a Certified Professional Organizer CPO®, Regina is a specialist in boomer and senior downsizing, residential organizing, and life transitions. With an additional Certification in Chronic Disorganization, she works with clients who are challenged by ADHD, hoarding, procrastination, and time management. Regina is the author of Psychic Debris, Crowded Closets: The Relationship between the Stuff in your Head and What’s Under your Bed (3rd ed, and now available on Audible). Dr. Lark is a current Board member of Opica Adult Day Care Center. She earned her Ph.D. in history from the University of Southern California, writing a dissertation on interracial marriages between Japanese women and American GIs after World War 2. For fun she plays golf and tennis, and writes goofy songs about clutter.

 

Sheri Samotin speaks at Fiduciary Round TableSheri L. Samotin, LifeBridge Solutions LLC
Sheri is President of LifeBridge Solutions and is the author of Facing the Finish: A Road Map for Aging Parents and Adult Children. Sheri is a California Licensed Professional Fiduciary (license number 801), National Certified Guardian, and certified Professional Daily Money Manager. In addition to her certifications, Sheri is an economics graduate of Wesleyan University and she holds a master of business administration (MBA) from the Amos Tuck School of Business at Dartmouth College. Sheri is a member of the Professional Fiduciary Association of California and the American Association of Daily Money Managers. She is an affiliate member of the Beverly Hills Bar Association and the Los Angeles County Bar Association. Sheri also serves on the board of OPICA, an adult day care and counseling center for people with dementia and their families.

This presentation offers one hour of Minimum Continuing Legal Education (MCLE) credit for Attorneys and others. If you would like credit, please request the sign-in sheet and evaluation form – Email John Cooper. You must attend during the length of the presentation in order to receive credit.

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