IMT Partners

Sharon Toth and Meredith Taylor are more than just bosses; they are the heart of IMT. They manage the business, see to clients and represent IMT, all while mentoring and developing staff.

Sharon Toth, LCSW, MFT, RG, CCF, CLPF
Executive Director

Sharon Toth has been a social worker since 1968 and has worked extensively with severely mentally ill clients since 1974. She co-founded IMT Associates in 1985 to serve disabled adults and, in 2004, she became sole owner. Prior to opening IMT, Sharon provided a wide variety of mental health services to individuals and families through government agencies. She has considerable experience with public benefit resources including the Social Security Administration and the Veterans Administration.

Sharon helped pioneer the Professional Fiduciary Association of California (PFAC) and continues to provide leadership by volunteering on various oversight committees. Recently, she served on the State board to assist the Professional Fiduciaries Bureau to help develop the new required examination for licensing all professional fiduciaries in California, as well as a review course. She also sat on a committee for the State Judicial Council to create training for non-professionals seeking to become conservators or guardians for family members.

Sharon is frequently sought out for public speaking and teaching opportunities to share her wisdom with newer fiduciaries. She is well respected in the estate planning community and is considered an expert in dealing with difficult clients and situations.

Education:
• Masters in Social Work, C.S.U. Sacramento, 1978
• Bachelor of Arts, University of Illinois, 1967

California Licensures:
• Licensed Clinical Social Worker, License No. 8509, since 1980
• Licensed Marriage & Family Therapist, License No. 13632, since 1979

Professional Service:
• President, Professional Fiduciary Association of California (PFAC), Northern California Region, 2007-2008
• Past President, California Association of Private Professional Conservators & Fiduciaries (CAPPCAF) 1995
• Past President & Board Member, San Leandro Community Counseling Center, 1996-1997

Professional Designations & Memberships:
• Certified California Fiduciary (CCF)
• National Registered Guardian (RG)
• Professional Fiduciary Association of California, Charter Member
• Mental Health Association of Alameda County
• National Association of Social Workers
• National Guardianship Association

Meredith Taylor, MFT, CLPF
Clinical Director

Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her BA in Psychology. While at IMT, she went on to pursue her Master's degree in Psychology and is now a licensed Marriage and Family Therapist.  She now serves as Clinical Director, and this year she will transition into Partner and is very excited to take on this new role.

Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages client referrals for our services and provides assessments and consultations as needed. For over 14 years, she has been working with a wide variety of clients focusing on the elderly, mentally ill and the developmentally and physically disabled that suffer from issues including dementia, depression or other serious medical and psychiatric conditions.  She has worked on numerous conservatorships and trusts and understands their complex legal process.

Education:
• Masters in Counseling Psychology, John F. Kennedy University
• BA in Psychology, C.S.U. Hayward

California Licensures:
• Licensed Marriage & Family Therapist, License No.38105, since 2001

Professional Designations & Affiliations:
• California Professional Fiduciary Association
• California Association of Marriage & Family Therapists