Peter Kote

Peter C. Kote, JD

Office: (949) 600–8625
Cell:     (949) 683-7048
Fax:     (949) 608–3593
Email:  pete@trusteepro.com

Mr. Kote is founder of Professional Fiduciary Services (PFS), a select group of individuals ready to serve in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable or General Power of Attorney for Asset and Property Management. The vision of PFS is to offer ethical, qualified and personable independent fiduciaries who work together to provide quality service for their clients. Mr. Kote’s clients range in age of seven to ninety two years old.

Mr. Kote has been a professional fiduciary since 1996. Prior to this, he was a professional in the gift-planning arena and worked for a variety of non-profits. He has been involved in raising over $50 million for various charities. He started three planned giving programs for the American Heart Association, California State University, Long Beach; and the Orange County Chapter of the American Red Cross.

In addition, Mr. Kote’s previous non-profit employment was with Father Flanagan’s Boys’ Town out of Omaha, Nebraska; Casa Colina Rehabilitation Hospital Foundation; The National Financial Planning Foundation; The National Conference of Christians and Jews, and The Youth Development Project (center director and alternative school educator.)

Mr. Kote’s financial planning experience comes from his work with the International Association for Financial Planning (known today as the Financial Planning Association) where he became the director of the Registry of Financial Planning Practitioners, a program designed to identify qualified practitioners of financial planning in the United States. Those admitted to the program had their financial plans reviewed, needed a minimum of 5 clients whom they assisted through the financial planning process, had to complete a 15 page application and pass a 4 hour examination. Mr. Kote was promoted to Membership Director of 24,000 members and was Director for the Foundation on Financial Planning. Mr. Kote also served as a trust officer with First Atlanta Bank and Wachovia Bank in Atlanta, Georgia for two years.

Teaching Experience

Long Beach – Assisted high school drop-outs in earning their GED (high school equivalency diploma)
Garden Grove – Taught special education, 5th grade
Long Beach State University – Senior University
Hope University – Associate Professor, MBA program
Community Instruction – Conducted classes in consumer finance and estate planning called “It’s Your Money,” “It’s Your Estate” and “It’s Your Real Estate.”
Orange County Volunteer Center – Planned Giving classes

Professional Consultancy Positions

Scholarship Plus – Assisted high school athletes in receiving college athletic scholarships
Professional Continuing Education Credits – assisted professional associations with tracking members’ completed continuing education credits.
Development Exchange Incorporated (DEI) – Planned giving consulting for public radio stations
MajorGiving.com – Consulted in the planned giving area for national public television and national public radio
Planned Giving Consulting – American Heart Association, Arthritis Foundation, Laguna Playhouse, Orange County, Great Park Conservancy, South County Senior Services, The Orange County Child Abuse Prevention Center, Orange County Community Foundation, The Laguna Beach SchoolPower Endowment Fund, Laguna Beach Community Foundation, California State University System, California State University at Dominquez and California State University at Santa Clara.

Education

Father Flanagan’s Boys Town – Family Teacher Credential, 1991
Western State University College of Law, Jurist Doctorate 1980
California State University, Long Beach – Education Credential, Special Education Credential and Masters Program in Communicative Disorders 1974 – 1977
California State University, Fullerton – Bachelor of Arts, Communication major 1971

Volunteer Leadership Positions

Laguna Canyon Foundation – Vice President of the Board and Chair for the Estate Planning and Gifts Committee
SchoolPower Endowment Foundation – Board member
Laguna Beach Community Foundation – Founding Trustee
National Planned Giving Committee – Orange County Chapter past president and board member, national liaison
National Fund Raising Professionals – Orange County Chapter board member
Laguna Beach City Open Space Committee – Chairperson
Laguna Beach High School – Athletic booster’s president

Publications

Orange County Register – Leisure World News: Monthly column on consumer finance issues and estate planning.
Senior Chronicle – monthly column on finance and estate planning

Public Presentations

Presentations at national, state and local professional meetings on planned giving, consumer finance and estate planning.

Registrations & Licenses

California Licensed; Professional Fiduciary Bureau – # PF 268
Registered Investment Advisor – Registration #138272 – (former)
Orange County Probate Court – Private Professional Conservator Statement for Registration National Certified Guardian – (former)

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Nathalie Loftus

Office: (949) 600-8625
Mobile: (949) 433-9259
Email:  nathalie@trusteepro.com

Peter Kote, founder of Professional Fiduciary Services (PFS), is proud to welcome Nathalie Loftus as a partner with his individual & family fiduciary work. Legal estate planning documents (Will, Durable Power of Attorney, Advance Health Care Directive, Living Trust) must name individuals or a Trust Company. If Peter Kote is named in a document, Nathalie will be working side by side with him, bringing even more skills and attention to the family and process!

Nathalie was born in England and lived in Lausanne, Switzerland where she attended a private business school. After relocating to the United States she began working in the financial services. After obtaining a Series 3 security license, she traded actively on US Exchanges for a client base throughout North America and Europe. And yes, living in Switzerland allowed her to become an avid skier and developed her love for good cheese and Swiss chocolate. Having lived on both sides of the pond also gave Nathalie a better understanding of diversity and cultural differences. Nathalie is bilingual French/English.

Prior to joining Peter, Nathalie was the owner and founder of Mind over Matter, Inc., a business consultancy since 2001. As a Professional Organizer and Daily Money Manager, she has a well-developed capacity for diplomacy, discretion and encouragement to efficiently assist individuals and families with financial, legal or medical matters. She is proficient with QuickBooks, Quicken, Excel and can communicate precisely with lawyers, accountants and financial advisors.

Nathalie’s unique background organizing and assisting high net worth clients manage their daily affairs and finances, allows our combined skills to provide the high degree of experience necessary to navigate the complex aspects of trusts and estates today. Each family and trust is unique hence attention to detail and understanding of the situation is paramount.

In addition, Nathalie has been a dedicated volunteer advocate for seniors who would benefit from her services as a daily money manager and organizer.

Nathalie is currently enrolled at the University of Riverside (UCR) for her Professional Certificate in Fiduciary Management and is an associate member of the Trusts & Estates and Elder Law Sections of the Orange County Bar Association (OCBA); member of the Professional Fiduciary Association of California (PFAC) and a member of the American Association of Daily Money Managers (AADMM).

Nathalie is a resident of Laguna Beach.

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