July 2020 MCLE Luncheon via Zoom — Tara R. Burd & Kimberly Swierenga, presenting: “The Challenges of Aging: Elder Abuse and Preventative Estate Planning“

Please calendar our next MCLE “lunchtime” program for Thursday July 9th at 12:00 noon, via Zoom meeting. 

We are very pleased to have attorneys Tara R. Burd & Kimberly Swierenga as our speakers for July, giving  joint presentation of “The Challenges of Aging: Elder Abuse and Preventative Estate Planning.”   

Nearly every person suffers some level of cognitive decline or impairment eventually. For most individuals, the process is gradual and there is a rarely a bright line to alarm friends or family that some guidance or oversight may be necessary for their loved one. This presentation will address common forms of financial elder abuse, and ways in which comprehensive estate planning can help to prevent it.

We are fortunate to have these respected professionals sharing their collective experience with our members on this important subject.  

Please mark you calendars for this event, which will provide 1.0 hr MCLE general participatory credit for attendees.

Information about our speakers:

Information for Ms. Burd:

Tara R. Burd litigates probate and trust disputes, and handles estate administrations and estate planning. Her background pursuing and defense diverse, multi-forum civil litigation in the areas of business disputes, real property law, personal injury, and federal civil rights actions makes her uniquely adept at handling the complexities that are often entangled with human loss.

Passionate in trying to avoid problems before they require court intervention, Ms. Burd crafts strategies for clients to reduce or eliminate the risk of litigation through creative and proactive solutions. She is a prolific writer on these complex topics and regularly speaks to groups and organizations.

Ms. Burd is active in the community as the Co-Chair of the Real Property Law Section of the California Lawyers Association (CLA).  In 2018, she was appointed to serve on The State Bar of California’s Access Through Innovation of Legal Services (ATILS) Task Force, which is tasked with reevaluating rule and laws applicable to the practice of law for the purpose of increasing access to justice through the use of technology and innovation.  Ms. Burd was awarded the Reisman Award by Clio in 2018, recognized in San Diego Super Lawyers® in 2017-2020 for Estate and Trust Litigation, a Finalist for the San Diego Business Journal’s Women Who Mean Business Award in 2015, and is the recipient of the AV®-Preeminent™ peer review rating by Martindale-Hubbell.  

Tara R. Burd can be reached at 619-239-8131 and [email protected].

Information for Ms. Swierenga:

Kimberly Swierenga Esq./MBA helps elders (65+ years) who have been financially exploited by predatory practices of businesses, financial advisors, insurance agents, banks, title companies, escrow companies, and others in the financial services industry and community. She is recognized for her litigation of elder financial abuse claims, improper annuity and life insurance sales, trust-mill schemes, Veterans’ benefits scams, Medicaid planning scams, unfair/fraudulent business practices, and consumer claims. 

Ms. Swierenga was awarded the Community Service of the Year Award (2019) by the SDCBA, Consumer Advocate of the Year by Consumer Attorneys of San Diego (2016), Street-Fighter of the Year finalist by Consumer Attorneys of California (2015), Consumer Champion award by Consumer Federation of California (2015), Super Lawyer Rising Star (2015-2020), Top Attorney (2016-2020), and is a Gerry Spence Trial Lawyer’s College graduate (2011).  She also teaches Advanced Mediation at multiple law schools and sits on the board of directors for the San Diego County Bar Association and Consumer Attorneys of San Diego (2013-current), the previous chair of the Elder Law section of the San Diego County Bar Association and is a court-appointed mediator. She is licensed in California, Washington D.C., and Minnesota. Ms. Swierenga is a frequent lecturer on a variety of elder law topics and would be delighted to speak in your community. 

Kimberly Swierenga can be reached at (619) 841-1540 and [email protected]

The La Jolla Bar Association invites you to a  Zoom meeting
July 9, 2020 at 12:00 noon Pacific time

Please contact Bob Moldenhauer for the Zoom meeting details:
[email protected]