SOUTH BAY ESTATE PLANNING COUNCIL

RSVPs ARE CLOSED.  CALL MARLOWE AT 310-375-6300 TO SEE IF THERE IS ROOM

OOPS…the Legislature Did it Again!!!! 

There is a national movement lead by the ACLU and various local advocacy groups. Brittany Spears and other high- profile cases have led to increased scrutiny of conservatorships. In an effort to increase the dignity and quality of life for persons with disabilities Supported Decision-Making is now part of California law. This seminar will discuss the intent of the legislation and its practical application.

ABOUT OUR SPEAKERS

Kim R. Hubbard was an attorney in practice for 29 years and who specialized in Elder Law for the last 18 years of that time. Judge Hubbard chaired the Elder Law section of the Orange County Bar Association in 1995 and was the President of that organization in 2004.

Judge Hubbard served on the governing board of the Victim/Witness Program for Waymakers (formerly CSP) and she was on the board of Community Legal Aid So. Cal. (formerly known as LASOC) for 21 years. She was a founding member of the Orange County Hoarding Task Force and a member of the OAS (Older Adult Services) sub-committee of the Orange County Mental Health Board. She was on the Advisory board that established the Professional Fiduciary credentialing program at Cal State Fullerton and has been a frequent lecturer for the Orange County Bar Association, the Public Law Center and CEB.

Judge Hubbard’s practice concentrated on conservatorship (probate and LPS), probate guardianships, small estate planning and vulnerable adult abuse. She became the Coordinator of the FAST (Financial Abuse Specialist Team) for Orange County through the Council on Aging in January 2003. From that time she specialized in community education on the issues of financial elder abuse, identity theft and hoarding. In February 2007, she became Director of the Elder Abuse Prevention Program for WISE & Healthy Aging in Santa Monica and Coordinator of the LA County FAST (Fiduciary Abuse Specialist Team). In September 2007, Judge Hubbard received the California Women Lawyer’s Fay Stender Outstanding Service Award. She was appointed to the bench in May 2008, is currently on a Probate/Mental Health assignment. Judge Hubbard chaired the Family Violence Council for the County of Orange, and she  serves on the Temporary Judge Committee, the Peer Court Committee and is a Past President of the Robert A. Banyard Inn of Court.

Teresa Gorman is an attorney certified as a Specialist in the area of Trusts & Estates by the State Bar of California and a licensed Real Estate Broker.  Teresa opened her boutique law practice in 2000. The Law Offices of Teresa Gorman handled highly contested Trust & Estate matters with an emphasis on representation of the professional fiduciary client. Teresa was regularly appointed by the Courts to serve as court-appointed attorney and guardian ad litem to protect the rights of elder persons entangled in legal matters.

In 2018 Teresa joined the team at Fiduciary Real Estate Services (FRES) as a Senior Broker. In her role at FRES, Teresa is part of a team representing Fiduciary clients in the sale of Estate real property assets. Teresa scrutinizes each sale to protect the Fiduciary in the sales process, ensuring  highest sales price is achieved and the Fiduciary seller has met the standard of care for their particular fiduciary role.

Teresa is an Adjunct Professor at University of California – Riverside. She taught courses in the Professional Fiduciary courses for individual seeking to meet the educational requirements to obtain or maintain a Private Professional Fiduciary license. Teresa also serves a Temporary Judge for Orange County Superior Court for Trust & Estate matters.  Teresa regularly is a presenter to various professional organizations, including local Trust & Estate Bar organizations, on variety of subjects.