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Professional Affiliations

We believe it critical to continue learning and exceeding the continuing education units (CEUs) required to maintain state credentials and have chosen the following list of Not-for-Profit companies, which offer professional development opportunities in addition to their ethics forums and support:


National Guardianship Association, Inc.
The National Guardianship Association (NGA) is the leading resource for guardians/conservators in the United States.  This organization extended its charter to allow the Professional Fiduciaries Association of California (PFAC) to organize and develop its Statewide purpose.  The NGA brings together professionals from around the country to participate in educational conferences and help mentor family guardians to help them provide for their aging parents.  Knowledge sharing is a core practice, as is active involvement by regional volunteers.



Center For Guardianship Certification
The Center for Guardianship Certification (CGC) certification is a national designation that requires applicants to attest that they have no felony convictions, civil or criminal liability findings and that they are in good standing with any state legal requirements, bonding or other local jurisdictional requirements. Applicants must pay a fee, meet minimum eligibility standards and pass a competency test.




Orange County Bar Association

Orange County Bar Association
We are affiliate (non-attorney) members of the Trust & Estates and Elder Law sections, which provide MCLE education units to legal professionals and for we fiduciaries, a better understanding of probate matters that affect our profession. We also attend sections on Real Estate, Social Security, and Solo Practices. 



Orange County Lavender Bar Association
We are also affiliate (non-attorney) members of the OCLBA -- the official association of lesbian, gay, bisexual, transgender, and allied attorneys, judges, and law students in Orange County. By partnering with the Lavender Bar, we can support our community of aging LGBT seniors by providing a proactive voice in fiduciary services and educating the public about the need for oversight and protection of our most vulnerable.


Fredericton Chamber of CommerceFredericton Chamber of Commerce
The Fredericton Chamber of Commerce (FCC) provides unique learning and networking opportunities for us as we expand into the Canadian market.  This chapter was established in 1874 and currently boasts over 900 members in the capital of New Brunswick.  The FCC helps promote evolution of small businesses and provide workshops, networking, discounts and a voice to local government.



Administrators & Team Memberships

The following is a list of memberships our team members are dedicated to and enjoy in their spare time.

Magic CastleAcademy of Magical Arts at The Magic Castle
The premier venue for magicians and associate members to learn new magic, see great magic, and enjoy fine dining with artists from around the globe. This private organization requires member invitation for the public and magician members must audition for admittance to this long-lasting and famous landmark. Our founder holds magician status since 1998.


Honor Society of Phi Kappa Phi

The Honor Society of Phi Kappa Phi
Founded in 1897 at the University of Maine, Phi Kappa Phi is the nation's oldest, largest, and most selective honor society for all academic disciplines. Its chapters are on more than 300 campuses in the United States, Puerto Rico, and the Philippines. Each year, approximately 30,000 members are initiated. [ 20090731]




Advertisement Affiliations

If any of the following companies referred you or you saw an advertisement listed therein, please let us know so we may thank them.

Freedom Specialty Media
Freedom Specialty Media, a division of Freedom Communications, Inc., produces a variety of magazines specifically geared for the Orange County region, and offers a full spectrum of custom publishing services.



Council on AgingCouncil on Aging
A free area publication providing a resource selection tool for senior support services, assisted living, dementia care, nursing facilities, board and care homes, and many other useful options to assist families and their loved ones.






Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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