THE PRIVATE FIDUCIARY ACT: How It Relates to Other Estate Planning Professionals
It is important to understand how the changes in the law for Private Fiduciaries relate to other estate planning professionals. We hope you will join us to gain more understanding.
Thank you to our Annual Sponsors: Ahern, Adcock, Devlin LLP, The Mentor Group, Best, Best and Krieger and Smith Mitchellweiler, llp.
C L Farrell is a Redlands' probate, conservatorship, trust and estates attorney who practices in the
greater Inland Empire. She was awarded a Juris Doctordegree from Golden Gate University School
of Law and a B.A. in English from San Francisco State University. As a member of the San Bernardino
County Bar Association, C L has volunteered many hours over the years as an Arbitrator of Attorney-Client
Fee Disputes, as a Judge Pro Tem for the San Bernardino County Superior Court and as Court appointed
counsel for minors, the elderly and the developmentally disabled. She is a Past President of the Estate
Planning Council of San Bernardino County (2008-09).
C L represents a number of California Licensed Professional Fiduciaries in both Court supervised
and non-Court supervised settings. In 2010, she co-designed the Professional Fiduciary Management
Certificate Program for UC Riverside which was approved by California's Department of Consumer
Affairs, Professional Fiduciary Bureau, as one of only two professional fiduciary certificate programs
in California. The UCR program distinguishes itself as the only program taught in a traditional classroom
setting. The instructors actively encourage professional fiduciaries-in-training to network with the Inland
Empire estate planning communities and to mentor under established licensed fiduciaries.
W.A. (Sam) HLAVATY: Before beginning his full time practice as a Professional Fiduciary, Mr. Hlavaty spent over 25 years as the owner and operator of a litigation support firm with 35 employees. Mr. Hlavaty’s educational background includes bachelor degrees in Economics, Finance and Business Administration. After taking his first Conservatorship case in 1988, he has continued his education to earn certificates in Professional Fiduciary Management for Conservators, Professional Fiduciary Management for Trustees as well as a certificate in Gerontology.
Mr. Hlavaty has been very proactive in his profession and his community. Since 2010 he has been involved with the Professional Fiduciary Management Certificate Program at the University of California/Riverside Extension Service as an Advisory Committee member and as an instructor. Since 2009 he has been the Chairperson for the Professional Fiduciary Association of California’s Inland Empire Chapter. He is the president of the Estate Planning Council of San Bernardino County for the 2011 - 2012 year. He is the first Professional Fiduciary to hold this position in the 45 year history of the organization. Mr. Hlavaty regularly speaks to service organizations, business groups and community organizations on the Professional Fiduciary profession and basic estate planning.