Here are examples of tasks we do for you as your Professional Fiduciary whether we are serving in a Power of Attorney, Trust, Guardianship, or other capacity:
Make bank deposits, withdrawals or other transactions
Buy or sell property
Supervise care managers or care givers
Assist in the preparation and filing of tax returns
Arrange the distribution of retirement benefits
Negotiate and sign contracts
Provide regular accountings and reporting
Make personal visits and monitor needs
Engage necessary professionals such as attorneys, CPAs, or doctors
Fees: Our fees are generally based on an hourly fee schedule depending on the level of service and the needs of the client. In some cases, our fees are based on a percentage of the assets under management. Please contact us to discuss the appropriate fee arrangement that will work for you or your family.
SPECIAL NEEDS TRUSTS
An estimated 54 Million adults, nearly 20 percent of the nation's population and 6 percent of American children between 5 and 15 suffer from a disability.
Special Needs Trusts is our core capability and not an "add-on" service. We have a decade of experience administering special needs trusts. We understand the rules of major public benefit programs that provide assistance to people with disabilities. We are well versed on the types of special needs trusts and using practical strategies to pay for items and services the beneficiary needs without reducing public benefits. Meeting the long term cash flow needs and prudent management of the beneficiary's trust assets in special needs trusts is accomplished by working with investment firms that minimize costs and maximize returns. We have worked closely with state agency offices resolving issues and settling remaining trust funds when the trust terminates.
We provide access to swift and accurate service by being accountable.
Consultation, assessment and coordination
Guardianships and Conservatorships
Personal Respresentative in Wills
Trustee or Successor Trustee
Special Needs Trust Administration
Power of Attorney
Agent for Advanced Health Care Directive
Durable Power of Attorney for Assets