Dynamic professional with extensive experience as a Co-Trustee at Allen E. Paulson Living Trust, adept at financial oversight and litigation prevention. Proven ability to collaborate effectively, advocating for beneficiaries while navigating complex legal frameworks. Skilled in developing innovative solutions that enhance independence for individuals with disabilities through resource advocacy and program development.
Overview
32
32
years of professional experience
Work History
Co-Trustee
Allen E. Paulson Living Trust
San Diego, California - Eagle, Idaho
02.2011 - Current
Court Appointed Fiduciary, responsible for adhering to legal and ethical responsibilities to Beneficiaries, Creditors, Probate Court. Worked in order to be compliant with various state and federal rules and laws.
Hired and work collaboratively with Co Trustee, AEP Trust Team and other experts in multi disciplinary approach to manage limited Trust resources and efforts to resolve debit and meet the decedents intended stated goals of the Trust instrument.
Develop practical and creative problem solving to avoid more litigation if appropriate and utilize the judicial system prudently to advocate through State, 9th Circuit Court of Appeals and a Centare Brief Request to the United States Supreme Court in effort to resolve complex financial issues and statutory obligations.
Research and documentation on removed Trustee malfeasance and provide information to Beneficiaries, Court, and Financial Division of the Department of Justice.
Psy Social Rehab Community Worker
Healthy Place Counseling Center
Boise, ID
05.2010 - 06.2012
Implemented creative interventions aimed at promoting positive behavior change among high-risk populations within the community
Collaborated with counselor and team members to address complex client needs holistically.
Empowered parents and youth through education about their rights and responsibilities as members of the broader society.
Established strong rapport with clients through empathetic listening skills, leading to higher levels of trust between individuals served.
Disability Advocate /Attendant Program Coordinator
Living Independence Network Corp. "LINC"
Boise, ID
01.1993 - 05.2000
Resource advocacy and development, Medicaid Advocacy to help create LINC's non-profit Attendant Care Program under the Home and Community Base Waiver.
Developed independent living care plans, resulting in consumer control and increased independence.
Maintained detailed case files for each, ensuring accurate documentation of progress and outcomes.
Presented at conferences on disability advocacy topics such as Disability History and Awareness and Independent Living Skills Training.
Worked with community organizations and served on Boards to remove barriers and promote attitudinal change.
Fundraising, Grant writing experience.
Community organizing, community outreach, to nursing homes, hospitals, schools, and other disability organizations.
Knowledgeable assistive technology and accessibility resources.
Education
Bachelor of Arts - Social Work
Boise State University
Boise, ID
01-1992
Skills
Empathetic communication
Teamwork and collaboration
Applying structured models to navigate difficult circumstances
Experience with rigorous government approval processes
Budgeting and investment accountability
First Aid/CPR
National Academy of Safety & Health First Aid Adult, Child, Infant
CPR - AED 04/30/20025-04/20/2027
Timeline
Co-Trustee
Allen E. Paulson Living Trust
02.2011 - Current
Psy Social Rehab Community Worker
Healthy Place Counseling Center
05.2010 - 06.2012
Disability Advocate /Attendant Program Coordinator