All In The Family? Problems And Solutions When Adult Children Live With Aging Parents

Traditional family dynamics have drastically changed over the last twenty (20) years. This presentation will provide an overview of the unique legal situations that fiduciaries will encounter when aging adults have their adult children living with them. We will also discuss specific examples as well as practical solutions used by other PFAC members when similar situations have arisen in a variety of cases (conservatorship, trust, probates). The presenters have canvassed the community of PFAC members in Southern California to collect real-life case studies and real-life solutions. These will be implemented into the presentation.

Speakers

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Marin Bradshaw, Esq.

Murtaugh Treglia Stern & Deily, LLP

Marin’s practice focuses on estate planning, trust administration, and estate disputes. She earned her BA degree in Communication Studies with minors in Music and Statistics from Brigham Young University. She received her JD, cum laude, also from Brigham Young University, where she was President of the Public Interest Law Foundation and Associate Editor for the Education Law Journal. Marin is on the board of the Orange County Chapter of the J. Reuben Clark Law Society and enjoys exploring Orange County with her husband and two children in her free time.

Ben Schwefel, Esq.

Murtaugh Treglia Stern & Deily, LLP

Ben Schwefel is an associate attorney and the majority of his practice focuses on trusts and estates, including estate planning, trust administration, probate, conservatorships, and fiduciary litigation. Ben represents a broad range of clients, including high-net-worth individuals and families, trustees, beneficiaries (individuals and charities), entrepreneurs, business executives, and professional fiduciaries. He regularly works with his clients on advanced estate planning techniques that minimize income, gift, and estate tax consequences.

Ben is an active member of the Trusts & Estates of the Orange County Bar Association, the Elite OC, and the Orange County chapter of the USD Law Alumni Association. Ben earned his B.A. from UC San Diego and his J.D. from the University of San Diego School of Law.