Contact us!
(408) 294-5390
 
  View Highlights from BoomerTalk Radio Show in our media room and hear elder care tips from Nancy!

Special Needs Trust Administration & Trustee Services

Nancy is a Professional Trustee, neutral third party, who will carry out your wishes in your estate plan.
SERVICE OFFERED:

  • Trustee or Successor Trustee
  • Trust administration
  • Special Needs Trust Administration, Special Needs Trust Planning
  • Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)
  • Support Services: Trust Accounting

Case Management

  • Assessment
  • Planning
  • Coordination
  • Case Oversight
  • Progress Evaluation

Elder Care Consulting

Elder Care Counsel & Paying for Long Term Care: Asset Preservation

  • Guidance in navigating all aspects of elder care issues

Estate Planning

By Affiliate Attorneys

  • Avoid Probate & Conservatorship
  • Revocable Living Trusts – Special Needs Trust
  • Health Care and Financial Directives
  • Wills

Investment Advice

Nancy was a licensed financial advisor, #0C49735

Investment & Financial Planning:

  • Review Existing Investments
  • Sound Investment advice in these economic times