Licensed fiduciary, trustee, administrator, executor and agent-in-fact with over ten years’ experience in Northern/Central California. Extensive experience in coordination of agencies, portfolio management, special needs trusts, SSI and Medi-Cal services, asset and property management and professional organizing.
Jacquie brings to Elder Focus, LLC over 16 years of experience in care management and fiduciary services for the elderly. She acts as conservator of the person and estate, successor trustee or agent-in-fact. Jacquie’s specialties include expertise in special needs trusts and complex elder abuse matters.
Prior to forming Elder Focus, LLC, Jacquie was a geriatric clinical social worker with the Veterans Affairs Nursing Home Care Unit in Menlo Park, CA. She received her Masters in Social Work from the University of California at Berkeley and her Bachelor of Science in Human Services Administration from the College of Notre Dame.