Non-Profit Real Property
Resume:
Timothy La Vove
*************@*****.***
Los Angeles Metropolitan Area, US
LinkedIn Profile: https://www.linkedin.com/in/timothylavove
Fiduciary/ Trustee/Trust Officer - Client Relations - For Profit & Non-Profit Institutions - Fiduciary Compliance Audits - Estate & Trust Administration
Summary
CORE VALUES: Service, Duty & Loyalty. 15+ years’ experience - Fiduciary, Trustee & Trust Officer: emphasis: Client Relations. Understand nuance, patience & individual attention: necessary to form, establish, maintain & develop strong client relationships. Discreet, strong sense - accountability: complete tasks - little supervision - follow-up - substantial contribution - team efforts. Remain Calm - Difficult Conditions. Fiduciary Standard of Care - Duty of Loyalty: Highest Implied in Law Duty: Compels intense & deliberate relationships: Clients - establishing Legacy - Testament - impacts Community, Descendants.
ACCOMPLISHMENTS:
- Angels Attic Museum - Santa Monica, CA: Trustee/Treasurer - Board of Directors - Charitable Trust Administration - Non-Profit. Maintained & Upheld Financial, Physical & Public Integrity - Museum Collection, Tangible Personal & Real Property, & Public Mission. Risk Management: Liability, Personal & Real Property. Worked with Legal Counsel - Procured Favorable Settlement - Civil Litigation. Museum Closure: Worked with Legal Counsel, California State Attorney General's Office, IRS, & California State Franchise Tax Board. Sold Tangible Personal & Real Property, Collection Objects: Sale Proceeds: Successor Non-Profit(s).
- Parent: Full Time Care Giver. Worked with Attorney: Drafted Full Estate Plan. Trust Administration - Financial Planning - Medical Care - Elder Care - Charitable Planning. Worked with Accountant, Financial/Investment Advisor, Medical Professionals. Currently Successor Trustee - Parent's Trust.
FIDUCIARY AUDITS - PROFIT - NON-PROFITS:
Angels Attic Museum: Recovered $80,000.00 Revenue, Brokerage Accounts, & Accounting Discrepancies.
Bank of California: Subdivision Trust: Oversaw, Directed Full Documents Audit - Timeshare Documents/Land Sale Contracts -Subdivision Trust Department. Accounting Audit: Recovered $10,000.00 - Fee Revenue. Prepared Trust Accounts - Transfer to Successor Trustee - No Litigation.
TRUST REAL PROPERTY MANAGEMENT:
Ahmanson Trust Company: On-Site Management - Portfolio Asset Review. Real Property: Residential & Commercial. Largest, most complex asset - held for long time periods - most susceptible to Waste. Required Knowledge: Surrounding Environment, hands on On-Site Maintenance, Attention to Lease-Types & Structure. Familiarity with Clear Title Concerns/Recording Acts, & Zoning.
Communicate & Work with Attorneys, Accountants, Tax Professionals, Investment/Financial Advisors, Account Principals: Trustor/Settlors, Co-Trustees, Income Beneficiaries, and Remainder Interests.
Positions
Treasurer/Trustee - Board of Directors - Charitable Trust at Angels Attic Museum
April 2003 to November 2019
Maintained and Upheld Financial and Institutional Integrity of Museum, Collection, Tangible and Real Property, and Public Mission.
Accomplishments: Performed complete investigation and audit of museum financial records resulting in recovery of nearly $50,000.00, plus an additional $10,000.00 for museum brokerage and investment account. Offered key dispute resolution contributions, actively worked with legal counsel and board members. Researched and presented critical information necessary to facilitate a settlement favorable to the museum. Charitable Trust - Museum Administration: Drafted shipping and administration documents, letters of understanding, and contracts for long term and permanent loans of objects included in museum exhibitions. Verified market values for museum objects - permanent collection. Maintained physical integrity of individual objects. Risk Management: Established current insurance values for real property and collection. Museum Closure: Museum closed - Collection and Real Property appraised and sold. Worked with California State Attorney General's office, IRS, and Franchise Tax Board to complete closure and dissolution of tax-exempt status. Sale proceeds donated to Successor Non-Profit.
Trustee/Investment Advisor - Estate Planning and Trust Administration at Parent
March 2003 to August 2012
Formed and Established a Comprehensive Estate Plan, Trust, and Financial Strategy.
Accomplishments: Financial Management: Regularly worked with Investment Advisor to devise and implement a full, annual Investment/Financial Plan/Agenda. Included comprehensive risk analysis, on-going communication, and revision/modification of plan/agenda. Tax Preparation/Planning: Assembled, organized financial information for submission to CPA for annual personal and trust income tax preparation/filing. Consulted with CPA about tax issues and planning. Medical and Health ( Elder Care ): Worked with doctors, nurses, and therapists to plan out-patient visits for treatments and therapy. Actively involved in ordering prescriptions, administering medications as directed,, scheduling doctor appointments, consultations, examinations, medical tests, in-office medical visits and treatments, and hospitalizations. Estate Planning: Consulted attorney to prepare Inter-Vivos Trust, Will, Power of Attorney, and Advanced Medical Directive. Currently: Successor Trustee overseeing full management of trust assets and distributions. Trust Administration: Distributed personal and real property assets to designated recipients/beneficiaries as stipulated by Will and Trust Instrument. Procured current values for jewelry, antiques, and real property for fiduciary tax returns, and for use by designated beneficiaries/recipients, and sale at auction. Cash Distribution: Oversaw, monitored cash distributions to designated trust beneficiaries.
Customer Service Sales Specialist at Robinsons-May, Barnes & Noble and Staples, Inc.
March 2000 to December 2004
Sales: Commission & Base + Commission.
Consistently exceeded goals. Maintained product working product knowledge and served as specialist for customer questions and inquiries regarding merchandise and selection. Provided customer service to make sure each customer had a positive shopping experience and visit and departed with a favorable 'final' impression. Ensured customer service issues were handled in a timely, courteous manner. Made a significant impact on loss reduction through systematic inspection and confirmation of merchandise leaving store, thereby increasing store profitability and reducing loss. Gained valuable product knowledge and customer service skills through attending Robinsons-May seminars.
Courier / Primary Inventory Control Coordinator - Major Account at Federal Express Corporation
1989 to 1998
Oversaw all aspects of inventory control and package delivery for $1 million computer company customer.
Scheduled pick-ups and deliveries and coordinated and routed domestic and international freight. Provided consistent customer service, maintained key customer account and ensured a high level of Quality Control. Acted as liaison between shipper, station, Fed Ex airport management and Fed Ex M.I.S. support staff. Consistently exceeded 80% On Time Delivery Success Rate. *I earned my Law Degree - Juris Doctorate - JD - while working for Federal Express.
Trust Officer - Subdivision Trust - Trust Administration at Bank of California
January 1985 to January 1986
Participated in planning, organization and preparation of timeshare and land sale trust accounts for sale/transfer to new institutional trustee.
Worked with Title and Escrow Advisors to Clear Title and Locate Vacant Land Parcels. Helped plan closure of Subdivision Trust Department. Correlated and organized 300 Trust Accounts for sale/transfer to new Trustee. Sale/transfer completed within six months - No Litigation. Scheduled, coordinated and presented portfolio status reports to representatives of large trusts on sale/transfer to new Trustee. Supervised two accounting clerks - recovered $10,000.00 in lost and past-due fee revenue. Prepared final employee performance reviews for clerical support staff. Account Values: $5,000.00 for land parcels to $10,000,000.00 for a timeshare resort.
Trust Officer / Real Estate - Trust Administration at Ahmanson Trust Company
January 1983 to January 1985
Managed Asset Administration and worked with Investment Advisers, Trust Officers and Tax Specialists.
Prepared management and investment plans for management and sale of real property in accordance with discretionary powers as stipulated in fiduciary instruments. Actively managed day-to-day property administration, including building maintenance, apartment showings and rentals of 6 - 14-unit apartment buildings. Negotiated lease terms for commercial strip shopping centers and office buildings. Risk Management: Verified and obtained up-to-date insurance values and coverage amounts for real and personal property, and liability coverage. Account Values: $200,000.00 for Single Family Residences to $5,000,000.00 for a Shopping Center or Office Building.
Skills
Project Management, Research Skills, Phone Etiquette, Critical Thinking, Customer Experience, Logistics Management, Business Planning, Nonprofit Organizations, Administration, Customer Service, Client Relations, Investments, Property Management, Mediation, Communication, Insurance, Critical Thinking, Analysis, Dispute Resolution, Customer Service, Management, Sales, Estate Planning, Finance, Analysis, Real Estate, Legal Writing, Legal Research, Contract Negotiation, Dispute Resolution, Trusts, Text Editing, Edited & Published History/Memoir - World War II CBI - HUMP DRIVERS -
Education
University of West Los Angeles School of Law
Juris Doctorate, Law, 1992-1997
Bancroft Whitney Publishing Company - American Jurisprudence Award - Administrative Law
In addition to the general law course, strong interest in Constitutional and Administrative Law and the role of the Article III Federal Courts in American Jurisprudence and History. Elder Law, as a specialty area of practice, draws on compassion, duty and legal practice and discipline in a very positive and constructive way.
University of California, Los Angeles - UCLA
Bachelor's degree, History, 1973-1976
Violist - UCLA Symphony
Strong interest in Western European Art and History.
Contact this candidate