Sharon Toth has been a social worker since 1968 and has worked extensively with mentally ill clients since 1974. Before co-founding IMT Associates in 1985, she worked with various government agencies and provided a wide variety of mental health services to individuals and families. 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. She served as Statewide President of PFAC 2008-2009 and also 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 a review course. In addition, Sharon served on the State Judicial Council committee 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.
Masters in Social Work, C.S.U. Sacramento, 1978
Bachelor of Arts, University of Illinois, 1967
Licensed Clinical Social Worker, License No. 8509, since 1980
Licensed Marriage & Family Therapist, License No. 13632, since 1979
Licensed Professional Fiduciary, License No. PF 36, since 2008
Past President, Professional Fiduciary Association of California (PFAC), 2008-2009
Past Regional President, Professional Fiduciary Association of California (PFAC), Northern California Region, 2007-2008
Past President & Board Member, San Leandro Community Counseling Center, 1996-1997
Past President, California Association of Private Professional Conservators & Fiduciaries (CAPPCAF) 1995
Meredith Taylor, MFT, CLPF Partner
Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her BA in Psychology. She went on to pursue her Master’s degree in Psychology and became a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009 she became a partner of IMT Associates and continues in her role as one of the Directors.
In addition to her own caseload of clients, Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages new referrals for our services and provides client assessments and consultations. Through the years, she has worked closely with a wide variety of clients, focusing on the elderly, mentally ill and developmentally and physically disabled who are suffering from dementia, depression, alcohol and drug dependence and other serious medical and psychiatric conditions.
Masters in Counseling Psychology, John F. Kennedy University, 1998
BA in Psychology, C.S.U. Hayward, 1994
Licensed Marriage & Family Therapist, License No.38105, since 2001
Licensed Professional Fiduciary, License No. PF 52, since 2008
Northern Regional Director, Professional Fiduciary Association of California (2015-2017)
Chair of the Legislative Committee, PFAC (2015-2017)
Professional Designations & Affiliations
Professional Fiduciary Association of California (PFAC)
California Association of Marriage & Family Therapists
State Bar Association, Trust and Estates Section
East Bay Trust and Estates Lawyers
East Bay, Diablo Valley and Tri-Valley Estate Planning Councils
NOTIFICATION TO CONSUMERS
Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau
Professional Fiduciaries Bureau Telephone: (916) 574-7340
Professional Fiduciaries Bureau Website: www.fiduciary.ca.gov
In accordance with new legislation to license all professional fiduciaries in California (effective 7/1/08), both Sharon and Meredith have successfully fulfilled all requirements to become California Licensed Professional Fiduciaries (CLPF) and are legally qualified to practice in the State of California.