 |
Trustee
| Trust Administration |
| Name |
City |
Email |
Phone |
| Atkinson, Linda, CLPF |
Granada Hills, CA 91344 |
latkinson@socal.rr.com |
818-832-6849 |
| Beringer, David P. |
Pasadena, CA 91101 |
dberinger@mwco.com |
626-577-1440 |
| Boehmer, Norine, CCF, RG |
Los Angeles, CA 90035 |
norineb@pacbell.net |
310-246-9055 |
| Boyer, Verdi Steven. |
Pasadena, CA 91101 |
sboyer@mwco.com |
626-577-1440 |
| Cohen, Herbert CCF, RG, CLPF |
Lake Forest, CA 92609-0538 |
herb_pfs@att.net |
949-949-458-7897 |
| Dean, Lawrence CCF, RG, CLPF |
Redlands, CA 92373 |
ldean28296@aol.com |
909-793-4011 |
| Dutil, Robert J., CLPF |
Lakewood, CA 90712-2324 |
robert@dutiltax.com |
562-531-0890 |
| Gamble, William O. CCF, RG |
Redondo Beach, CA 90277 |
woggers@earthlink.net |
310-792-8838 |
| Graham, Sally CCF, RG, CLPF |
Huntington Beach, CA 92648 |
sally.graham3@verizon.net |
714-846-7175 |
| Hatch, Robert G., CLPF |
Long Beach, CA 90801 |
robert@hatchandassociates.com |
562-435-0018 |
| Hlavaty, W.A., CCF, RG, CLPF |
Oak Hills, CA 92344 |
slednshoe@verizon.net |
760-244-6592 |
| Hooker, Steve CCF, RG |
Palm Springs, CA 92262 |
olundhooker@aol.com |
760-323-8857 |
| Kennedy, Sharon, CCF, RG, CLPF |
Goleta, CA 93117 |
skennedy@skestatemanagement.com |
805-681-1347 |
| Kityk, Jerry, CLPF |
Cerritos, CA 90703 |
kitykj@earthlink.net |
562-865-4990 |
| Leflar, Lois, CCF, RG |
Rancho Cucamonga, CA 91730 |
lltrust@aol.com |
909-608-1794 |
| Mandell, Stan, CLPF, CCF, RG, |
Glendale, CA 91203 |
stan@chinellomandell.com |
818-543-1150 |
| Maxwell, Linda CCF, RG, CLPF |
Upland, CA 91786 |
lindamaxwell@hotmail.com |
909-982-5723 |
| McCleerey, Charlotte |
Laguna Hills, CA 92654-2783 |
Cmccleerey@cox.net |
949-581-6747 |
| McNeely, Suzanne CCF, RG |
Santa Barbara, CA 93101-1449 |
suzannem@seniorplanningservices.com |
805-966-3312 |
| Muir, Pamela, CLPF |
Burbank, CA 91502 |
muirandassocs@charter.net |
818-845-4299 |
| Nelson, Julia, CCF, RG |
La Crescenta, CA 91214 |
julia.nelson@yahoo.com |
818-957-4729 |
| Okonski, Judy, CCF, RG, CLPF |
Lake Forest, CA 92609 |
jaokonski@cox.net |
949-888-6756 |
| Olund, Ron |
Palm Springs, CA 92262 |
Olundhooker@aol.com |
760-323-8857 |
| Osterholt, Wendy Hatch CCF, RG, CLPF |
Long Beach, CA 90801 |
wendy@hatchandassociates.com |
562-435-0018 |
| Pollard, Alice, CCF, RG |
San Clemente, CA 92673 |
adj.pollard@cox.net |
949-369-1956 |
| Rogers, Linda, CLPF |
Laguna Hills, CA 92653 |
linda@lrandassoc.com |
949-859-8576 |
| Sadler, Agnes, MA, CCF, RG |
Los Alamitos, CA 90720 |
amags.ams@verizon.net |
562-596-2020 |
| Stubbs, Daniel CCF, RG, CLPF |
Pasadena, CA 91101 |
dgstubbs@pacbell.net |
626-440-1314 |
| Stuhlbarg, Emily CCF, RG, CLPF |
Torrance, CA 90501 |
esanda@sbcglobal.net |
310-222-1044 |
| Templeton, Cheryl CCF, RG, CLPF |
Northridge, CA 91324 |
cherylt@socal.rr.com |
818-709-6400 |
| Trissler, Shirley CCF, RG, CLPF |
La Canada, CA 91011 |
strissler@sbcglobal.net |
818-790-1361 |
| Virgil, CCF, RG, Tina |
Torrance, CA 90505 |
tinavirgil@hotmail.com |
310-378-3526 |
| Weshler, Winnie CCF, RG |
Rolling Hills Estates, CA 92074 |
winweshler@msn.com |
310-221-0443 |
| Williams, MSN, MSG, Madelyn R. |
Los Alamitos, CA 90720 |
teesha65@verizon.net |
562-596-2020 |
| Wilson, Annabelle R., CCF, RG |
Pasadena, CA 91109-0157 |
mail@arwilson.net |
626-792-1664 |
| Young, Joann CCF, RG, CLPF |
Fullerton, CA 92831-3839 |
SWConserve@aol.com |
714-879-9404 |
| Special Needs Trust Administration |
| Name |
City |
Email |
Phone |
| Atkinson, Linda, CLPF |
Granada Hills, CA 91344 |
latkinson@socal.rr.com |
818-832-6849 |
| Boehmer, Norine, CCF, RG |
Los Angeles, CA 90035 |
norineb@pacbell.net |
310-246-9055 |
| Cohen, Herbert CCF, RG, CLPF |
Lake Forest, CA 92609-0538 |
herb_pfs.att.net |
949-458-7897 |
| Dean, Lawrence CCF, RG, CLPF |
Redlands, CA 92373 |
ldean28296@aol.com |
909-793-4011 |
| Dutil, Robert J., CLPF |
Lakewood, CA 90712 |
robert@dutiltax.com |
562-531-0890 |
| Gamble, William O. CCF, RG |
Redondo Beach, CA 90277 |
woggers@earthlink.net |
310-792-8838 |
| Graham, Sally CCF, RG, CLPF |
Huntington Beach, CA 92648 |
sally.graham3@verizon.net |
714-846-7175 |
| Hlavaty, W.A., CCF, RG, CLPF |
Oak Hills, CA 92344 |
slednshoe@verizon.net |
760-244-6592 |
| Hooker, Steve CCF, RG |
Palm Springs, CA 92262 |
olundhooker@aol.com |
760-323-8857 |
| Kennedy, Sharon, CCF, RG, CLPF |
Goleta, CA 93117 |
skennedy@skestatemanagement.com |
805-681-1347 |
| Kityk, Jerry, CLPF |
Cerritos, CA 90703 |
kitykj@earthlink.net |
562-865-4990 |
| Mandell, Stan CCF, RG, CLPF |
Glendale, CA 91203 |
stan@chinellomandell.com |
818-543-1150 |
| Maxwell, Linda CCF, RG, CLPF |
Upland, CA 91786 |
lindamaxwell@hotmail.com |
909-982-5723 |
| McCleerey, Charlotte |
Laguna Hills, CA 92654-2783 |
Cmccleerey@cox.net |
949-581-6747 |
| McNeely, Suzanne CCF, RG |
Santa Barbara, CA 93101-1449 |
suzannem@seniorplanningservices.com |
805-966-3312 |
| Muir, Pamela, CLPF |
Burbank, CA 91502 |
muirandassocs@charter.net |
818-845-4299 |
| Nelson, Julia, CCF, RG |
La Crescenta, CA 91214 |
julia.nelson@yahoo.com |
818-957-4729 |
| Okonski, Judy, CCF, RG, CLPF |
Lake Forest, CA 92609 |
jaokonski@cox.net |
949-888-6756 |
| Olund, Ron |
Palm Springs, CA 92262 |
Olundhooker@aol.com |
760-323-8857 |
| Rogers, Linda, CLPF |
Laguna Hills, CA 92653 |
linda@lrandassoc.com |
949-859-8576 |
| Stubbs, Daniel CCF, RG, CLPF |
Pasadena, CA 91101 |
dgstubbs@pacbell.net |
626-440-1314 |
| Stuhlbarg, Emily CCF, RG, CLPF |
Torrance, CA 90501 |
esanda@sbcglobal.net |
310-222-1044 |
| Templeton, Cheryl CCF, RG, CLPF |
Northridge, CA 91324 |
cherylt@socal.rr.com |
818-709-6400 |
| Trissler, Shirley, CLPF, CCF, RG |
La Canada |
strissler@sbcglobal.net |
818-790-1361 |
| Weshler, Winnie CCF, RG |
Rolling Hills Estates, CA 92074 |
winweshler@msn.com |
310-221-0443 |
| Wilson, Annabelle R., CCF, RG |
Pasadena, CA 91109-0157 |
mail@arwilson.net |
626-792-1664 |
| Young, Joann CCF, RG, CLPF |
Fullerton, CA 92831-3839 |
SWConserve@aol.com |
714-879-9404 |
| Charitable Remainder Trust Administration |
| Name |
City |
Email |
Phone |
| Beringer, David P. |
Pasadena, CA 91101 |
dberinger@mwco.com |
626-577-1440 |
| Boyer, Verdi Steven. |
Pasadena, CA 91101 |
sboyer@mwco.com |
626-577-1440 |
| Gamble, William O. CCF, RG |
Redondo Beach, CA 90277 |
woggers@earthlink.net |
310-792-8838 |
| Hlavaty, W.A., CCF, RG, CLPF |
Oak Hills, CA 92344 |
slednshoe@verizon.net |
760-244-6592 |
| Leflar, Lois, CCF, RG |
Rancho Cucamonga, CA 91730 |
lltrust@aol.com |
909-608-1794 |
| McCleerey, Charlotte |
Laguna Hills, CA 92654-2783 |
Cmccleerey@cox.net |
949-581-6747 |
| McNeely, Suzanne CCF, RG |
Santa Barbara, CA 93101-1449 |
suzannem@seniorplanningservices.com |
805-966-3312 |
| Okonski, Judy, CCF, RG, CLPF |
Lake Forest, CA 92609 |
jaokonski@cox.net |
949-888-6756 |
| Pollard, Alice, CCF, RG |
San Clemente, CA 92673 |
adj.pollard@cox.net |
949-369-1956 |
| Rogers, Linda, CLPF |
Laguna Hills, CA 92653 |
linda@lrandassoc.com |
949-859-8576 |
| Teeters, Jack Eugene, JD, CPA, CFP |
Santa Monica, CA 90403-4805 |
jeteeters@charter.net |
800-300-4856 |
| Insurance Trust Administration |
| Name |
City |
Email |
Phone |
| Boyer, Verdi Steven. |
Pasadena, CA 91101 |
sboyer@mwco.com |
626-577-1440 |
| Cohen, Herbert CCF, RG, CLPF |
Lake Forest, CA 92609-0538 |
herb_pfs@att.net |
949-458-7897 |
| Dutil, Robert J., CLPF |
Lakewood, CA 90712-2324 |
robert@dutiltax.com |
562-531-0890 |
| Gamble, William O. CCF, RG |
Redondo Beach, CA 90277 |
woggers@earthlink.net |
310-792-8838 |
| Leflar, Lois, CCF, RG |
Rancho Cucamonga, CA 91730 |
lltrust@aol.com |
909-608-1794 |
| Mandell, Stan CCF, RG, CLPF |
Glendale, CA 91203 |
stan@chinellomandell.com |
818-543-1150 |
| Mc Cleerey, Charlotte |
Laguna Hills, CA 92654-2783 |
Cmccleerey@cox.net |
949-581-6747 |
| McNeely, Suzanne CCF, RG |
Santa Barbara, CA 93101-1449 |
suzannem@seniorplanningservices.com |
805-966-3312 |
| Okonski, Judy, CCF, RG, CLPF |
Lake Forest, CA 92609 |
jaokonski@cox.net |
949-888-6756 |
| Templeton, Cheryl CCF, RG, CLPF |
Northridge, CA 91324 |
cherylt@socal.rr.com |
818-709-6400 |
| Teeters, Jack Eugene |
Santa Monica, CA 90403-4805 |
jeteeters@charter.net |
800-300-4856 |
| Weshler, Winnie CCF, RG |
|
