Trusteeship
Managing the assets of your trust in accordance with the provisions — and intent — of the trust agreement. I can serve as: Trustee, Successor Trustee or Co-Trustee.
Executorship
Serving as Executor or Administrator (where there is no will) of a decedent's estate, marshalling the assets of a decedent, paying creditors, making distributions to heirs, and otherwise executing the terms of the decedent's will.
Advisor to trustees and executors
Engaged by them to assist in trust or estate management, including preparing accountings, making disbursements, and advising on tax and financial matters.
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Quality Support and Review, to ensure your legacy continues as
you planned:
I provide regular assessment of Trust Performance,
reviewing the Intent and Implementation of that Intent.
I also Review the Trust Agreement when major life cycles (death, birth, remarriage, etc.) or major financial changes occur, or there is a change in the law.
I submit a full Annual Accounting Report, providing a complete annual picture of all income, assets, disbursements, etc.
I gather all of the necessary information and engage CPA's to prepare annual Income Tax Returns.
MAXIMIZING THE INTENT OF YOUR TRUST
Role : Compensation
Trustee : Based on value of trust assets:
1% of the first $1,000,000
.75% of the next $4,000,000
.50% of the next $5,000,000
.25% of the amount over $10,000,000
Based on time spent: $175.00 per hour
Executor/Admin. : In accordance with the Probate Code
Advisor/Consultant : $200.00 per hour
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