DIRECTORY OF PROFESSIONALS Attorneys | CPAs | Corporate Fiduciaries | Private Fiduciaries | Planned Giving Professionals Jacquie DePetris Private Fiduciaries Elder Focus, LLC Street Address 2600 Garden Road, Suite 207 Monterey, CA 93940 Phone: 831-643-2457 Fax: 831-643-2094 JKD@ElderFocus.com www.elderfocus.com Areas of Practice: Estate Planning, Probate, Trust Admin, Family Office, Conservatorships, Special Needs Trusts Years in Practice: 14 Memberships, Associations, Affiliations: Licensed Clinical Social Worker, Registered Guardian, Certified Case Manager, Board Certified Diplomate Fellow in Forensic Science, member of Professional Fiduciary Association of California, member of National Association of Professional Geriatric Care Managers, Member of National Guardianship Foundation, member of NASW since 1994 Board/Board Committees serving on: Area Agency on Aging Advisory Council (application in-process), past member of Meals on Wheels Board of Directors < return to Corporate Fiduciaries

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