Affiliations/Memberships

Center for Guardianship Certification
The Center For Guardianship Certification (CGC) was created in 1994 as an allied foundation of the National Guardianship Association (NGA) to enhance the quality of guardianship services through national certification (NCG-National Certified Guardian). CGC views certification not as the end, but as a means to demonstrate to the public, clients, and the courts that the certified guardian has sufficient skill, knowledge and understanding of the universal guardianship principles to be worthy of the responsibility entrusted to them.
 

State of California Professional Fiduciaries Bureau
The Professional Fiduciaries Bureau was created by legislation that was enacted into law in 2007 to regulate non-family member professional fiduciaries, including conservators, guardians, trustees, and agents under durable power of attorney as defined by the Professional Fiduciaries Act.  Professional fiduciaries provide critical services to seniors, disabled persons, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management.


Estate Planning and Trust Council of Long Beach

EP&TCLB was organized for the purpose of promoting cooperation and sharing of knowledge among attorneys, CPA's, financial planners, trust officers, and insurance advisors who are active in the field of estate planning or trusts. Membership is also open to other financial services professionals who take an active role in estate planning on behalf of their clients. All members are required to have at least five years experience in their profession.

Beverly Hills Bar Association - Trusts and Estates Section
This Section and its working committees (Guardianship / Conservatorship Project and Elder Law) deal with all issues relating to estate planning and the probate of decedents' estates, the avoidance of probate, and the protection of incompetents and their assets through guardianships and conservatorships.

Professional Fiduciary Association of California
PFAC is an affiliate member of the National Guardianship Association and is the primary membership organization in California for Professional Fiduciaries and other experts in related fields that provide support services.  This non-profit organization provides continuing education and networking opportunities that aid professionals in expanding their resources to serve their clients.

National Guardianship Association
The NGA is the leading resource for guardians / conservators in America.  They provide tools and training to Certified and Master Guardians to help ensure ethics and professionalism in the care and financial management of those they serve.