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(408) 294-5390
 
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Solutions to your ElderCare or Special Needs Concerns

Fiduciary & Private Professional Trustee Services Provided:

  • 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

Visit Professional Case Management for more on these services!


Elder Care Consulting

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

  • Guidance in navigating all aspects of elder care issues
  • Help finding elderly housing, assisted living, & services for seniors
  • Downsizing and relocation services
  • Medi-Cal Planning, if necessary
  • Minimize Medi-Cal Spend Down
  • Reverse Mortgages – when appropriate
  • Care Giver Screening

Estate Planning: by Affiliate Attorneys

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

Investment Advice

Nancy is a licensed financial advisor, #0C49735

Investment & Financial Planning:

  • Review Existing Investments
  • Sound Investment advice in these economic times
  • Income & expense cash flow projection for surviving spouse