For Estate Planning Attorneys, Professional Fiduciaries, Executors, and Administrators

For Estate Planning Attorneys, Professional Fiduciaries,
Executors, and Administrators

I work closely with estate planning professionals and their clients to open trust and estate accounts, marshal assets, invest funds in accordance with probate code and fiduciary standards, create investment policy guidelines, grow principal and distribute income, and provide comprehensive information for income and estate tax filings.

I advise professional fiduciaries, successor trustees, executors and administrators to understand their responsibilities and assist them with their execution. Together with attorneys, trustees, tax and real estate professionals, I offer investment advisory and financial planning services which create a comprehensive estate and trust administration team.

Whether you are a corporate trustee, a private professional fiduciary, or a family member of the grantor of the trust, I partner with you to deliver investment advisory services, financial planning, and education to your trust’s beneficiaries.

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Trust and Estate Administration
Court Supervised Trusts
Tax Management for Trust Portfolios
Direct Contact with Beneficiaries
Competitive Fee Schedule
Investment Policy Statements
Special Needs Trust and Public Benefits

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.