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DTSTART:20251009T140000Z
DTEND:20251009T160000Z
LOCATION:Depot Restaurant and Via Zoom
UID:2845120251009T140000ZThe Love Affair is Over... What Professional Fiduciaries Need to Know
DTSTAMP:20260411T133550Z
DESCRIPTION:\nRSVPs for this event are closed.  Please call Angela at 310-529-4973 to see if there are any cancellations.\n \nThis presentation will provide professional fiduciaries with a candid look at how the legal landscape has shifted since the establishment of the Professional Fiduciaries Bureau in 2007.\n Early Days vs. Now – Monica will contrast the initial era of trust and optimism toward professional fiduciaries with today’s stricter court environments, new judges, and increased regulatory oversight. Challenges for Fiduciaries – The discussion highlights increased media scrutiny, the impact of “bad apples” on public perception, and the growing complexity of caseloads, often involving contested family situations. Legal Framework & Deadlines – Monica will review critical California Probate Code timelines, including requirements for inventory and appraisals, trust accountings, and responses to beneficiary demands, emphasizing the risks of noncompliance. Court Expectations – Attendees will learn about the current “follow the law or else” culture in probate courts, the reduced flexibility for continuances, and the importance of meeting deadlines. Practical Guidance – Monica will offer tools and strategies for fiduciaries, such as using attorneys, CPAs, and financial planners to stay compliant, manage caseloads, and avoid pitfalls. \nThe session will close with a Q&A, reinforcing the importance of proactive communication and disciplined administration practices to ensure fiduciaries meet legal and court obligations.\n \nAbout our Speaker\n \nMonica Goel is the Managing Partner at TLD Law and a Certified Legal Specialist in Estate Planning, Trust, and Probate Law by the California Board of Legal Specialization. With over twenty-five years of experience, she focuses her practice on estate planning, trust administration, probate administration, conservatorships, elder law, and related litigation. Known for her ability to navigate complex and sensitive legal situations, Monica has been consistently recognized by Super Lawyers (2019–2025) and is rated AV-Preeminent by Martindale Hubbell.\n \nShe is a frequent lecturer on trust and probate administration, fiduciary liability, and legal ethics, and has published in the Daily Journal and OC Lawyer Magazine. Monica also brings a strong academic background as a former adjunct professor at UCI and Cerritos College. She primarily works out of the firm’s Irvine and Long Beach offices.\n \n \n \nLook Who is Coming!\n Bob Abelson   JOHN HOOKS Bob Abelson, CPA   Vickie Intriago Kathleen Adams   Mollie Kaiser Carmen Alberio   Angela Klenk Nadia Antii   Mickey Knickerbocker Bruce Attig   Drew Manier Heather Baker   Larry Nakahara Lillian Benavides   Irene Nakhasi Beti Bergman   Shawn Nejad Gustavo Cardenas   Grant Niman Cheryl Carter   Rhonica Petty Kathleen Crane   Kevin Sayles Maureen Dearden   Gregory Schill Linda Dorfmont   Angela Sheldon Bryan Flores   Grace St. Clair Samuel Ford   Larry Takahashi Jonathan Fuentes   Daniel Taylor Garee Gasperian   Laura Thatcher Michael Goergen   Rachel Thurman Erica Gomez   Mark Tsujimoto Suzanne Grudnitski   Kazuaki Uemura Mary Hanson   Carl Walsh Patricia Harik   tammy wong Todd Hollingshead      
SUMMARY:The Love Affair is Over... What Professional Fiduciaries Need to Know - South Bay Estate Planning Council 
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