Services

• • Special Needs Trusts: Focus on supplementing beneficiary needs with public benefits and assisting beneficiaries to obtain and keep public benefits.

  • Successor Trustee: Specialize in simplifying trust administration, transitioning trust assets from predecessor trustees, attending beneficiary needs, making assets productive for the estate and communicating with family.

  • Estate Settlement: Orchestrate distributions through a myriad of challenges, including: liquidating real property, bringing property and personal taxes current, efficiently handling personal property, ensuring beneficiaries are informed about estate administration, and navigating through family discord.

  • Conservatorships of the Estate and Person: Prudently handle the financial matters and privately care for and protect a person when the judge decides that the person ("conservatee") can’t do it.

  • Agent Under Durable Power of Attorney: Assist individuals to plan, prepare and coordinate real property renovations, manage financial affairs, revitalize discontinued health benefits due to non-payment, obtain social security disability income and more.