In 1988, the first conservatorship case to which the court appointed Sam was for his own grandparents. Throughout his life they had always provided him with love and support. In their late eighties, it became time for someone to look after them. Sam took on the immense responsibilities for his grandparents care for the next eight years.
In his early professional life, Sam spent over 25 years as the owner and operator of a legal litigation support firm, with 35 employees. His educational background includes bachelor degrees in Economics, Finance and Business Administration, Certificates in Gerontology, Professional Fiduciary Management for Conservators and Professional Fiduciary Management for Trustees. Annually he exceeds the number of continuing educational units required for his licensing.
The time spent caring for his grandparents planted a seed that would ultimately bloom into a full time profession. Sam now acts as Trustee for various types of Trusts, both during and after the lifetime of the original Trustor. A portion of his practice is dedicated to caring for the most vulnerable of our population, the elderly and disabled as Conservator of the Person and Estate. When a family member is not able, willing or qualified to handle the final affairs of a Decedent's Estate (Probate), he will act as the Administrator. Lifting the burden of managing a client's finances, paying the monthly bills and arranging for services is also a service offered by his firm.
Always active in his community, whether as a troop leader for his daughter's Girl Scout Troop, a Scoutmaster for his son's Boy Scout Troop, a School Site Council member or an active parishioner of his church he is always trying to be generous to his family and his community.
Sam has become very proactive in his profession as well. In 2009 he instituted and became the Chairperson for the Professional Fiduciary Association of California's Inland Empire Chapter. In 2010 Sam was a co-developer and one of the initial instructors for the Professional Fiduciary Management Certificate Program at the University of California/Riverside. Providing a quality education for those that want to become Professional Fiduciaries is another way to give back to his community. For the 2011-2012 year he served as president of the Estate Planning Council of San Bernardino County, the first Professional Fiduciary to hold this position in the 45 year history of this prestigious organization. For the last few years he has participated in the vetting of educational programs for Professional Fiduciaries and attorneys.
Sam is active in the San Bernardino District Attorney's Multi-Disciplinary Task Force on Edled Abuse.
Sam regularly speaks to service organizations, business groups and community organizations on the benefits and options that emerge when employing a Professional Fiduciary for you or a loved one.
Everyday Sam thanks his grandparents for the seed they unknowingly planted.