About Us

Lassahn Fiduciary Services

We are dedicated to providing our clients with the protection, planning and resources needed to preserve and grow their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence. Lassahn Fiduciary Services is known for its commitment to handling cases ranging from simple trusts to those complicated by extenuating circumstances. We provide scrupulous accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.

 

T. Anne Lassahn, M.P.A., C.L.P.F.

Professional Fiduciary - License # PF96
Anne@lassahnfiduciary.com
(650) 578-9030 Ext. 107
Anne Lassahn founded LFS in 2001 and has been successfully providing fiduciary services to San Francisco, San Mateo and Santa Clara Counties ever since. She has been on the referral list for the probate courts in both San Mateo and Santa Clara Counties since 2004, and she brings many years of business management and care service experience from the five years she ran a home care agency and the two years she was in upper management at a very large retirement community. Her unique background allows her to serve her clients with absolute professionalism and extreme compassion.

Highlights of Experience:

- She specializes in the administration of trusts, conservatorships and wills.
- She has extensive experience in managing multi-million dollar estates that contain diverse investments such as commercial real estate holdings, foreign investments, and mineral rights.
- She holds a Masters degree in Public Administration with a concentration in Health Administration.

Education:

- MPA, Health Administration, College of Notre Dame, Belmont, CA 1998.
- BA, Social Science, Gerontology/Women's Health, California State University, Chico, CA 1995

Affiliation:

- Professional Fiduciary Association of California (PFAC)
- Served as San Mateo PFAC Chapter President from 2016 - 2018
- California Registry of Private Professional Conservators
- San Mateo County Bar Association (SMCBA)
- SMCBA Volunteer Arbitrator

 

Kelsey Stiles, C.L.P.F.

License #PF593
Partner & Private Professional Fiduciary
Kelsey@lassahnfiduciary.com
(650) 578-9030 Ext. 101
Kelsey Stiles is the CFO for Lassahn Fiduciary Services and became a Partner in 2014. Ms. Stiles has been a Private Professional Fiduciary and Accounting Manager for LFS since 2010. She specializes in probate and trust administration, conservatorships and accountings. Ms. Stiles earned a Bachelor's Degree in Finance from Cal Poly, San Luis Obispo in 2009 where she was also a four-year member of the nationally ranked, Cal Poly Women's Club Volleyball Team. In the spring of 2008, she studied abroad in Thailand where she developed an interest in different cultures, food, people, as well as international business relations. Ms. Stiles is currently the 2021 President of the San Mateo County Professional Fiduciary Association of California (PFAC) Chapter after serving as the Treasurer from 2016-2018. Kelsey was also the Varsity Volleyball Coach for Aragon High School in San Mateo from 2010-2018 (2018 CCS Champions). Ms. Stiles enjoys cycling, hiking, waterskiing, playing volleyball, traveling and spending time with her family, friends, husband (Marlon) and kids, Taylor (2018) and Kaisa (2020).

Education:

- BS, Business Administration, Finance, California Polytechnic State University, San Luis Obispo, CA 2009

Affiliation:

- Professional Fiduciary Association of California, SMC Chapter President (2018-current)
- Professional Fiduciary Association of California, SMC Chapter Treasurer (2016-2018)
- San Mateo County Bar Association – Probate Section

 

 

Karyn Stiles, CPA, CLPF

(Karin)

License # 1151
Karyn@lassahnfiduciary.com
(650) 578-9030 Ext. 106
Karin Stiles re-joined Lassahn Fiduciary Services in 2019 after her pursuit for her CPA License at a public accounting firm in Mountain View, CA. She specializes in tax administration and planning for trusts & estates, individuals and businesses as well as preparation of court and forensic accountings. Karin earned a bachelor’s degree in accounting from California State University, Chico where she was a member of the nationally ranked Chico State Women’s Club Volleyball Team and was Treasurer of the Team for two years. She is a board member of the Swedish Club of San Francisco Bay Area and an active volunteer for Cake4Kids, a non-profit delivering birthday cakes to underprivileged children. Karin and her sisters founded The Dave Stiles Foundation, a non-profit in memory of her father to support local schools and community members. In her spare time Karin enjoys traveling, hiking, baking and teaching indoor cycling classes.

Education:

- BS, Business Administration, Accounting, California State University, Chico, CA 2011

Affiliation:

- Professional Fiduciary Association of California, SMC Chapter Treasurer (2019-current)
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Professional Fiduciary Association of California (PFAC)
- San Mateo County Bar Association (SMCBA)
- Notary Public

 

 

Jenice Cruz

Accounting Manager
Jenice@lassahnfiduciary.com
(650) 578-9030 Ext. 100

Jenice Cruz joined Lassahn Fiduciary Services in May of 2015. Ms. Cruz is the head of the Accounting Department at LFS. She earned a Bachelor's Degree from Notre Dame de Namur University in 2015, with a Business Administration – Management concentration. Prior to working for LFS Jenice had been in the hospitality management industry for over ten years. In her free time, Jenice dances with a Tahitian dance group in San Francisco. She had the opportunity to travel to Tahiti last year, and plans to go back in the future.

 

 

Linnea Coccellato

Care Manager
Linnea@lassahnfiduciary.com
(650) 578-9030 Ext. 102
Linnea Coccellato joined Lassahn Fiduciary Services in March 2016. She has a Bachelor's Degree in Recreation Administration with an emphasis in Therapeutic Recreation from California State University, Chico. She earned her Masters of Public Administration (MPA) from Notre Dame de Namur University with a concentration in healthcare in 2014. Linnea has always had a passion for helping others and decided to pursue a career influencing people's lives after a freshman volunteer trip in college. Prior to coming to LFS, Linnea has worked in both the hospital and community setting serving a wide variety of populations. In Linnea's spare time she enjoys spending time with her husband and her two children.

 

 

 

Joanie Girouard

Relocation Specialist
Joanie@lassahnfiduciary.com
(650) 578-9030 Ext. 103
Joanie Girouard started working for Lassahn Fiduciary Services in 2013. Prior to that, she spent over twenty years in the title and real estate industry and she is a licensed real estate agent. Ms. Girouard enjoys working with the elderly and handles all of the personal property for our clients, as well as the real property clean up and sale preparation. In her spare time, Joanie enjoys cooking and spending time with her family and friends.

 

 

 

 

Jessica Bartholomew

Accounts Payable/Receivable
jessica@lassahnfiduciary.com
(650) 578-9030 Ext. 109

Jessica Bartholomew joined Lassahn Fiduiciary Services in April 2017. Prior to that she worked for US Bank for 11 years as a personal banker. Jessica is also a Notary Public. In her spare time she enjoys spending time with her three daughters.