ESTATE MANAGEMENT
Handle estate settlement and oversee the process of distributing assets to beneficiaries
LIVING TRUST MANAGEMENT
Communicate with asset management providers to ensure your wishes
FIDUCIARY SERVICES
Act as your personal respresentative to protect assets and manage your healthcare objectives and other affairs
ESTATE MANAGEMENT
Handle estate settlement and oversee the process of distributing assets to beneficiaries
LIVING TRUST MANAGEMENT
Communicate with asset management providers to ensure your wishes
FIDUCIARY SERVICES
Act as your personal respresentative to protect assets and manage your healthcare objectives and other affairs
ESTATE MANAGEMENT
Handle estate settlement and oversee the process of distributing assets to beneficiaries
LIVING TRUST MANAGEMENT
Communicate with asset management providers to ensure your wishes
FIDUCIARY SERVICES
Act as your personal respresentative to protect assets and manage your healthcare objectives and other affairs
Happiness cannot be pursued; it must ensue.
Family Fiduciary & Mediation Services is a private fiduciary firm that acts as a trustee, a trust administrator, and a healthcare advocate. With over 20 years of experience as an attorney, family law mediator, and professional coach, I have overseen real estate assets and provided conflict resolution. I can help both individuals and families achieve your goals while protecting you and those you love most from unforeseen risks.
Fiduciary relationships developed when a person, typically with superior knowledge or experience in a certain area, agrees to manage tasks for another. As your fiduciary, I oversee the management of your assets so that unreasonable risks that could diminish your estate are not taken. Also, as your fiduciary, I keep detailed records regarding your assets, and make them available to pertinent professionals.
Currently, I work as a fiduciary trustee in Special Needs Trusts and other living trust arrangements. I can act as your personal representative in diverse contexts such as caregiving arrangements, healthcare directives, and myriad day-to-day necessities.
Every client is unique, so my work is tailored to meet your distinctive needs.
Family Fiduciary & Mediation Services is a private fiduciary firm that acts as a trustee, a trust administrator, and a healthcare advocate. With over 20 years of experience as an attorney, family law mediator, and professional coach, I have overseen real estate assets and provided conflict resolution. I can help both individuals and families achieve your goals while protecting you and those you love most from unforeseen risks.
Fiduciary relationships developed when a person, typically with superior knowledge or experience in a certain area, agrees to manage tasks for another. As your fiduciary, I oversee the management of your assets so that unreasonable risks that could diminish your estate are not taken. Also, as your fiduciary, I keep detailed records regarding your assets, and make them available to pertinent professionals.
Currently, I work as a fiduciary trustee in Special Needs Trusts and other living trust arrangements. I can act as your personal representative in diverse contexts such as caregiving arrangements, healthcare directives, and myriad day-to-day necessities.
Every client is unique, so my work is tailored to meet your distinctive needs.
Family Fiduciary & Mediation Services is a private fiduciary firm that acts as a trustee, a trust administrator, and a healthcare advocate. With over 20 years of experience as an attorney, family law mediator, and professional coach, I have overseen real estate assets and provided conflict resolution. I can help both individuals and families achieve your goals while protecting you and those you love most from unforeseen risks.
Fiduciary relationships developed when a person, typically with superior knowledge or experience in a certain area, agrees to manage tasks for another. As your fiduciary, I oversee the management of your assets so that unreasonable risks that could diminish your estate are not taken. Also, as your fiduciary, I keep detailed records regarding your assets, and make them available to pertinent professionals.
Currently, I work as a fiduciary trustee in Special Needs Trusts and other living trust arrangements. I can act as your personal representative in diverse contexts such as caregiving arrangements, healthcare directives, and myriad day-to-day necessities.
Every client is unique, so my work is tailored to meet your distinctive needs.
Fiduciary Case Study
(all names changed to protect client’s privacy)
One example of what I do is act as a trustee in Special Needs Trusts. Many individuals need this when the family knows that they have suffered from drug abuse or depression for example. Once both parents pass or the remaining one is too old or impaired to manage the finances and estate property, the trustee then can ensure that bills are paid and that the estate assets are properly managed, whether they are in real estate or investment portfolios.
I hire the appropriate professionals to manage the assets and make sure that taxes are filed for the trust and individuals.
I am available to help my clients manage their day to day affairs, ensuring that bills are paid and that they have the income and adequate help that they need to manage their lives.
Fiduciary Case Study
(all names changed to protect client’s privacy)
One example of what I do is act as a trustee in Special Needs Trusts. Many individuals need this when the family knows that they have suffered from drug abuse or depression for example. Once both parents pass or the remaining one is too old or impaired to manage the finances and estate property, the trustee then can ensure that bills are paid and that the estate assets are properly managed, whether they are in real estate or investment portfolios.
I hire the appropriate professionals to manage the assets and make sure that taxes are filed for the trust and individuals.
I am available to help my clients manage their day to day affairs, ensuring that bills are paid and that they have the income and adequate help that they need to manage their lives.
Fiduciary Case Study
(all names changed to protect client’s privacy)
One example of what I do is act as a trustee in Special Needs Trusts. Many individuals need this when the family knows that they have suffered from drug abuse or depression for example. Once both parents pass or the remaining one is too old or impaired to manage the finances and estate property, the trustee then can ensure that bills are paid and that the estate assets are properly managed, whether they are in real estate or investment portfolios.
I hire the appropriate professionals to manage the assets and make sure that taxes are filed for the trust and individuals.
I am available to help my clients manage their day to day affairs, ensuring that bills are paid and that they have the income and adequate help that they need to manage their lives.