On Wednesday, December 11th, I joined the Professional Fiduciary Association of California (PFAC) at St. Paul's Villa to sing Christmas Carols for the residents there. St. Paul's Villa is an Assisted Living and Memory Care facility for seniors, located in Banker's Hill. Approximately 30 fiduciaries and affiliated PFAC members, joined together in song to invite the Christmas Spirit to St. Paul's. The residents sang along and danced in their seat.
In addition to caroling, we brought homemade and store bought treats to share. In speaking, with some of the residents afterwards, they expressed their sincere thanks and appreciation for the event and the delicious cookies! One resident said my cookies were so good, I should enter them into a baking competition! The event was a blessing to all in attendance and it was our joy to bring joy to these sweet souls!
Probate Prom is one of my favorite probate events of the year. It’s an event where probate attorneys and estate planning professionals can gather together for an evening of fun conversations, dinner and dancing. The theme this year was “The 80’s” and I donned an 80’s Working Girl look, complete with big, frizzy hair! This year was my 4th year attending and I was graciously invited to sit with Brierton, Jones & Jones’ table. Jerilyn Jones was honored with the Probate Attorney of the Year Award for her more than 30 years of service in the probate community. It was interesting to hear about how she was a teacher before she became an attorney and all that she’s contributed to our community. It was, also, announced that attorney Judy Bae was just appointed to the bench and is now the Honorable Judge Judy Bae! Speaking of Judges, after years of working in the probate community, I finally shook hands with and met the Honorable Judge Jeffrey Bostwick, one of our 3 San Diego Probate judges. What a fun evening!
I had so much fun at this year’s Annual Professional Fiduciary Association of California (PFAC) Education Conference in Anaheim, CA. Not only did I get to rub elbows with some of the finest fiduciaries in the state (and pick their brains), see old friends from last year’s conference and expand my knowledge base, but this year’s conference was at DISNEYLAND!
My associate and I took the Amtrak up to Anaheim. It was my first time riding a train and I’m already planning my next train trip. The views of the California coast were beautiful and the ride there and back was relaxing.
We stayed at the beautiful Disneyland Resort. This year’s conference sessions included topics relating to the handling of tangible personal property, cyber-security, Special Needs Trust administration, the Regional Center and the CalAble Act, mental illness, estate taxation and ethics.
Between conference sessions, we were able to visit Downtown Disney and California Adventure, to catch the World of Color lights and water show. I won a plush Mickey Mouse stuffy and my daughter was very excited to receive Mickey to complete her mouse family.
Next year’s PFAC Education Conference is in San Francisco! Can’t wait!
The holidays have a way of prompting you to consider what truly matters in life...
This Christmas, I find myself so grateful for my family, friends, colleagues and, of course, our clients. I'm proud to be a part of a wonderful team that truly makes a difference in people's lives. Thank you for the confidence you've placed in our office!
Merry Christmas and a Happy New Year from Jennifer and the Kriebel Team!
P.S. I love receiving this type of "correspondence" from clients! Little notes of appreciation such as this mean more to us than words can express!
Kriebel & Associates attended the Probate Attorneys of San Diego (PASD) Annual Probate Prom last Friday, October 26th. This year's theme was Disco! Hundreds of attorneys and other estate planning professionals disco danced the night away to the tunes of Those Radio Thieves. The highlight of the evening was when Probate Judge Julia Kelety surprised us with her participation in a choreographed disco dance! Thank you to PASD and event sponsor Hearthstone Private Wealth Management for a wonderful evening!
The Hearthstone Private Wealth Management table! A great group of attorneys, CPAs, fiduciaries and investment professionals!
Jennifer Feehan and Rob Dieringer
Saturday, October 20th was a beautiful, sunny day and perfect for a stroll through Balboa Park. Team LEAD4theCure (pictured below) helped raised $14,000 for Alzheimer's San Diego, while enjoying the company of fellow colleagues. Thank you to everyone who contributed to this cause!