A licensed professional fiduciary is a person approved by the state to manage the care and/or finances of another person or organization in private and court appointed matters. Mr. Wesson’s mission is to provide highly personalized fiduciary services with integrity and advocacy on behalf of all entrusted to his care.
Based in Los Angeles, Mr. Wesson is a National Certified Guardian (NCG) and is fully licensed and bondable in the State of California. He offers highly personalized professional fiduciary services across a wide range of practice including Conservator of the Estate, Conservator of the Person, Trustee, Attorney in Fact, Representative Payee, Receiverships as well as financial analysis for legal disputes. He holds a certificate in Professional Fiduciary Management – for Trustees and Conservators – from California State University, Fullerton, in addition to a BA degree with honors from Middlebury College in Vermont.
Mr. Wesson’s professional background includes fourteen years as Partner/CFO for an independent business with annual sales of over $10MM. Duties included oversight of bookkeeping, leasing, payroll, project bidding, accounting and legal affairs. Previously he was a partner in a private real estate lending company. Mr. Wesson also has extensive experience performing financial consulting and organizational services for family law and estate attorneys and their clients.
Real world experience includes managing all personal and financial needs for a disabled family member, giving Mr. Wesson great sensitivity to the special needs of the people he serves. In complicated family issues, Mr. Wesson can provide neutral and objective third party services and create a path to resolution or manage affairs for family members who are having difficulties handling these issues on their own.
Areas of Practice
- Conservator of the Estate
- Conservator of the Person
- Guardianships, general/ad Litem
- Receiverships, disputes/bankruptcy
- Agent Under Power of Attorney
- Executor/Estate Administrator
- Representative Payee
- Financial Organization/Consulting
Whether private or court appointed, the trustee is bound by the terms of the trust. The trustee must administer the trust and safeguard the assets by making prudent decisions regarding investments, real estate and all other assets, while maintaining on open line of communication and reporting with the beneficiaries. SPECIAL NEEDS TRUST: Devised to serve the needs of a disabled person to enhance their lives over and above other government benefits they might be receiving. The trustee oversees and administers the assets placed in the trust for the person with disabilities.
CONSERVATOR OF THE ESTATE: Appointed by Probate Court, the COE is empowered to manage the financial affairs of someone deemed legally incapable of doing this for himself or herself. Responsibilities include marshaling all assets, prudent management of investments, real estate management, maintaining insurances and periodic accounting to the court that oversees the conservatorship.
CONSERVATOR OF THE PERSON: Appointed and overseen by Probate Court, the COP manages the living situation and medical care for a person deemed by the court to be mentally incapable of caring for themselves. The COP advocates on behalf of the conservatee seeking the least restrictive and safest living options and is often given the power to make medical and end of life decisions in keeping with the conservatee’s religious background and personal beliefs.
GUARDIANSHIP:GUARDIANSHIP: Appointed by the court to oversee personal decisions and/or financial management for a person under the age of eighteen. GUARDIAN/AD LITEM: appointed by the court to represent the interests of an individual, most often a minor, during a specific legal proceeding.
EXECUTOR/ESTATE ADMINISTRATOR: Named or nominated to carry out the terms of a will, including dispensing or disposing of assets, settling debts, paying creditors and filing taxes. REPRESENTATIVE PAYEE: Receiver of payments by government agencies such as Social Security and VA Benefits on behalf of a person incapable of managing their own finances. FINANCIAL ORGANIZATION/CONSULTING: Preparation and analysis of financials in family and estate legal matters prior to court submissions and resolution conferences, often forestalling the need for full forensic accountant review.