Category: Free Consultation

SPECIAL NEEDS TRUST BY SPECIALIST LOS ANGELES ATTORNEY 818.340.4479

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CREATING A SPECIAL NEEDS TRUST IN LOS ANGELES CALIFORNIA

When you consult with a Special Needs Trust Attorney in Los Angeles, the most common inquiry of parents of a special needs child is protecting government benefits and the future of their child. As experienced special needs attorneys in Los Angeles, we gear our planning based on personal experience. When leaving an inheritance to a Los Angeles special needs child, such as one with autism or other disability, much attention should be given to the selection of the trustee and the special needs language as well as the expected cost of living of the child. California Special Needs Lawyers can address each special needs issue specifically and individually.

 

WHO CREATES AN SNT?


A Special Needs Trust is then crafted by an attorney to assess and manage inheritances, litigation proceeds, and other resources while maintaining the child’s or disabled adult’s eligibility for the much desired public assistance benefits. Public benefits and limited conservatorship services are available in our Los Angeles County office.  Does you autistic child need a conservatorship or a special need trust? Call us.  More than one-third of autistic people in California live in Los Angeles County according to AutismLa.org.

WHAT HAPPENS IF A SPECIAL NEEDS TRUST NEEDS TO BE CHANGED? 

MODIFICATION OF SPECIAL NEEDS TRUSTS IN LOS ANGELES

Depending on whether the special needs trust was a revocable trust, or an irrevocable trust, the methods of modification of the special needs trusts are different.   A Third Party revocable trust, normally created by a parent or grandparent with their money, can be changed by the person who is the settlor or trustee of the special needs trust.  Once the parent has died, there are additional methods to modify a defective special needs trust.  Ask us how we can help with changes to the special needs trust required by law or by circumstance.

A First Party Special Needs Trust is normally irrevocable.  Those types of irrevocable trusts require either a named trust protector, or a petition to the Los Angeles court to modify the first-party special needs trust.  There may be changes that need to be done, but the special needs person cannot make the change himself or herself.  It must be done for him by another person.


WHO CAN CREATE A SPECIAL NEEDS TRUST?

Generally, parents or others may fund a third-party special needs trust them with resources which they deem appropriate for the trust with some limitations.  The Special Needs trust assets are managed by a trustee for the benefit of the child or adult with the disability.   On the other hand, first-party special needs trusts are created with the assets of the disabled beneficiary, such as litigation proceeds, via a court order.   A disabled special needs person who is competent can create his or her own trust with his own funds.   There are sometimes alternatives to special needs trusts, such as an ABLE account.  Call us to discuss these.

Government agencies generally honor special needs trusts, but many agencies have imposed stringent rules and regulations upon them. This is why it is of most importance that you, as parents consult an experienced attorney regarding current government benefit programs.

PURPOSE AND GOALS OF A SPECIAL NEEDS TRUST:

1.   Maintaining the Special Needs person on government benefits, while they get benefits from the special trust.

2.   Providing supplemental help to the special needs person.   For example, special needs caregivers, special education costs, special needs tutors, child care, special needs caregiving agencies, special needs planning, special needs support networks, in-home special needs care, and many other things which the government does not pay for can be provided by the special needs trust. 

3.   A special needs trust is a method of managing the resources of a disabled or special needs minor or adult.

4.   Creating peace of mind and certainty of finances for the parents of the special needs child.

TYPES OF SPECIAL NEEDS TRUSTS: 

There are generally several types of Special Needs Trusts.

Third Party Special Needs Trust: This type of trust is created by a parent, grandparent or other persons for the benefit of the disabled person.  In this type of trust, the parent or grandparent is the grantor.  The assets which go into this type of trust come from a third party other than the disabled person.

First Party Special Needs Trust:  This type of trust is created for benefit of the disabled individual, often with a court order, and contains repayment provisions for Medi-Cal.   This type of trust can be created by a Conservator/Guardian/ Parent or Grandparent.  This type of trust is generally used for litigation proceeds and sometimes for inheritances which were distributed to the disabled person by error.  This type of trust is created in a Minor’s Compromise or Disabled Person’s Compromise proceeding.

a)    Litigation and Structured Settlement Special Needs Trusts.  (Litigation Special needs Trusts are often combined with Minors Compromise cases and Disabled Person’s Compromise Petitions in California.
b)    Qualified Settlement Trusts.
c)    Litigation Proceeds Special Needs Trusts.

Pooled Trusts: A pooled trust is usually administered by a corporate fiduciary and is used in specific situations where the Medi-Cal or SSI beneficiary is 65 years old and over, or on where appropriate when the beneficiary will be receiving settlement proceeds.   This type of trust has a corporate trustee.

Much care must be given to the language of the trust to prevent the loss of the needed services and assistance.

The disabled person is the beneficiary of the trust. The trust is discretionary and the trustee has absolute discretion to determine when and how much the disabled individual should receive. The disabled individual cannot be the trustee of this trust.

A Checklist of important items to know regarding a Third-Party Special Needs Trust:
 
The SNT is established (grantor, settlor) by family members such as parents, grandparents, and sometimes by conservators of parents/ or grandparents.   They are always formed by someone other than the person with the disability.

The SNT assets are managed by a trustee (and successor trustees) and NOT the person with the disability;  In fact, the disabled beneficiary cannot be named as trustee of a special needs trust.

The SNT gives the trustee or successor trustee the absolute discretion to provide whatever assistance is needed.  This means that no mandatory distributions can be made;

The SNT should prohibit giving the person with the disability more income or resources than permitted by the government;

The SNT is for supplementary purposes only; it should add to items provided by the government benefits program, and should not replace those government benefits;

The terms of the SNT define “supplementary needs” in general terms, as well as in specific terms related to the unique needs of the disabled individual;

The terms of the SNT may provide instructions for the disabled person’s final and funeral arrangement;

The terms of the SNT will determine who should receive the remainder balance of the trust after the disabled person dies;

The creator of the SNT trust determines choices for successor trustees. These can be family members, friends or professional organizations who have the best interest of the person with the disability in mind; and

A Third-party SNT is a spendthrift trust and generally protects the trust against creditors or government agencies trying to obtain funds from the disabled person. 


There are lots of great local organizations that attend to the needs of special needs children such as AbilityFirst in Woodland Hills and in Los Angeles.   We suggest you make a list of all resources available locally and ask about them.


Our law offices serve clients in Los Angeles County.​
Call Sirkin Law Group regarding all SPECIAL NEEDS TRUST matters in Los Angeles.  Special Needs Trust Attorneys Los Angeles.  Call Mina Sirkin: 818.340.4479. 

CONSERVATORSHIP ATTORNEY IN WOODLAND HILLS

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Access to a top conservatorship attorney in Woodland Hills via a free consultation gives you the confidence to pursue the interests of your elderly family member or friend, and to protect the assets which are much needed for the care of that person.  

 

OBTAIN A FREE CONSULTATION IN WOODLAND HILLS CA

 

​Paying attention to the signs of cognitive decline is somewhat difficult, as those signs appear over a long period of time, and are difficult to recognize until the impact of dementia or Alzheimer’s disease is large enough to prevent the elder from taking care of himself or herself.    

Look for the following as a checklist before you search for an experienced conservatorship attorney in Woodland Hills:

  • The Elder is resistant to receiving help, but is not taking care of basic things like self-care, hygiene, and may wear the same clothes for several days in a row.
  • ​There is not enough food in the home, or food has rotted in the refrigerator and appears to have been there for a long time.
  • The elder appears to have missed many medical appointments, and there are post-cards of many missed appointments from doctors.
  • There are no estate planning documents in place or they cannot be found.   This is especially important if you are looking for a power of attorney to try to informally help your parent or grandparent.
  • There are many unpaid bills, not for lack of money.

The decision to seek a formal conservatorship in Woodland Hills for a parent is not an easy one.   Our expert conservatorship attorney in Woodland Hills can help you with all legal aspects of this procedure, and give you the guidance you need to take care of your family.  

 

​Don’t wait until it is too late.   Call for a free consultation with Mina Sirkin, Conservatorship Attorney & expert Lawyer for advice about conservatorship in Woodland Hills, California.  818.340.4479 or Email: Info@sirkinlaw.com.

​PROBATE ATTORNEY CONSULTATION CALLS LOS ANGELES – CALL 818.340.4479

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Free Probate Consultation

Call us when you need a free probate consultation at 818.340.4479.

When you need a free probate consultation regarding Wills, Probate and Estate matters in Los Angeles to evaluate your case, you should find and consult an attorney who has more than twenty years of experience in Probate in Los Angeles.  We promptly return all calls.  Elder Law Call Los Angeles.

You should consult with our probate attorneys in the following probate estate circumstances:

1.  You believe there was fraud or forgery involved regarding a Will in Probate.

2.   You believe someone influenced the decedent to write a will or trust which he or she otherwise would not have signed.

3.   There was any type of fraud involved in an estate or by the executor.

4.    An executor has not filed an accounting within a year from the start of probate.

5.    Executor or Administrator has not filed an inventory.

6.    The elderly decedent was abused during his or her lifetime.

7.    There are assets which should belong to the estate but which someone else claims or owns.

8.    Decedent was in the middle of a sale, or transaction, and he or she died.

9.    There is sibling rivalry in the family regarding who should own the assets of a parent, or deceased person and a family member needs a free probate consultation in Los Angeles, CA.

10.  There needs to be a conservator appointed for a family member or loved one.

11.  A fiduciary, executor, administrator, trustee or agent under a power of attorney has not met his or her duties or responsibilities.

12.   Assets need to be returned to a person, estate or trust.

13.   A probate executor, trustee, conservator or power of attorney agent has not accounted or is late in accounting.

Contact or Call Mina Sirkin, Probate Law Certified Specialist #1 Probate Lawyer for a Free Probate Consultation in Los Angeles. Call 818.340.4479  or Email: Info@SirkinLaw.com.

WOODLAND HILLS ELDER LAW | ATTORNEYS & LAWYERS | SIRKIN LAW

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Caring for an elderly person in Woodland Hills can be complex.   Woodland Hills elder law attorney, Mina Sirkin explains the details you need to know for a successful estate and elder wealth protection planning case.  

What is Elder Law?  Elder Law is the multidisciplinary area of law dedicated to providing legal services to persons above 65 years of age, which includes wealth and estate planning, creation of power of attorney documents, asset protection, and preparation of Advance Health Care Directives.   Woodland Hills Elder Care Law attorneys at Sirkin Law Group have dedicated the last twenty five years to preparation for the future of our elderly clients in Woodland Hills Ca.   We believe that with proper elder law planning, Conservatorships can be avoided for most of our clients with proper estate plans.

Before there is any medical emergency, we prepare our Woodland Hills elder clients and their children by making sure they have the right documents at hand.   Below you will find a list of documents you should have ready for your parents.

1.   Their Advance Health Care Directive or Durable Power of Attorney for Health Care, and a Hipaa Release;

2.   A copy of their Driver’s license or senior identification card;

3.   Their Medicare number (same as Social Security number) , or if on Medi-Cal, their Medi-Cal Card or number.

4.   Their supplemental insurance information, and policy number.

5.   A list of their medications and allergies.

6.   A complete list of doctor’s and their telephone numbers.

7.   If a Veteran, their military identification number.

8.   Location of their estate planning documents and the name and phone number of the preparing attorney.

TOP 10 QUESTIONS TO HELP YOU KNOW WHEN A ELDER LAW HELO OR A CONSERVATORSHIP IS NEEDED FOR A LOVED ONE:

Clients in Woodland Hills often ask us whether they need conservatorship for an elderly or disabled parent, or a disabled child.    Below is a checklist we have developed to help you make the decision:

1.   Can he or she properly administer medication to himself or herself?

2.   Can he or she understand the consequence of making a medical decision?

​3.   Can he or she provide food or shelter for himself?

4.   Is he or she easily influenced by others to give away his or her money?

​5.   Are there signs that he or she cannot be safe when left alone at home?

​6.   Is he or she bathing himself or herself?

7.   Does he or she wear clean clothes or wash his or her clothes?

8.   Are there bills that are unpaid?

9.   Is he or she forgetful of recent events?

10.  Are there people who are trying to take financial advantage of him or her?

WHAT TO DO FIRST WHEN MOST OF THE ANSWERS TO THE ABOVE QUESTIONS ARE YES?​

1.   Call our attorneys at the Woodland Hills Conservatorship office at 818.340.4479 and ask for a call assessment regarding your case.

2.   Ask us to give you a Capacity Declaration to be completed by a physician.   If your loved one will not submit to a doctor’s examination, please call us.

3.   Gather a list of medications and assets of your loved one

4.   Set an in-person appointment to go over the Conservatorship Procedures in Los Angeles County.

Woodland Hills Attorney:  Call Mina Sirkin, Woodland Hills Elder Law Attorney at 818.340.4479.  Our Woodland Hills office serves the Woodland Hills, Calabasas, West Hills, Tarzana, Reseda, Agoura, Hidden Hills, Canoga Park, Winnetka, and Westlake Village areas.  Elder Law Attorney Woodland Hills Ca. Caring for the elderly is our only business and we are very proud to serve your family in elder law.

How to handle repeated questions in trust and estate litigation by an Alzheimer’s affected elderly parent?

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Loving answers: How to handle repeated questions in trust and estate litigation by an Alzheimer’s affected elderly parent?

How often does your parent ask you the same question?  If you are handling a conservatorship, trust or estate, or are involved in trust litigation, or a contested conservatorship in litigation in court, you must feel frustrated with the repeated questions.   

​It is important that people with Alzheimer’s or dementia remember feelings and not facts. We read an interesting article in DailyCare.com which give you a number of ways to handle repeated questions:

“4 ways to respond when someone with Alzheimer’s repeats questions

1. Respond to the emotions, not the words
When your older adult starts to repeat a question over and over, try to guess what feelings might be causing the behavior. If they might be feeling anxious, giving a brief hug or hand squeeze while calmly answering the question may soothe them enough to stop their need to keep asking.

2. Keep your answers brief
It’s tempting to answer a question from a person with Alzheimer’s the same way you’d answer anybody else. But the shorter and simpler your answer, the better. It saves you time and energy and reduces your exasperation when you have to repeat it five more times.

3. Distract with an activity
Sometimes the only way to get your senior with dementia to stop repeating a question is to distract them with something they enjoy. Maybe that means offering a snack or favorite beverage.

Or, you could ask them a simple question to get them thinking about something else, like “The sky is blue today, isn’t it nice?” Another idea is to ask them to help you with a simple chore they’re still able to do, like folding laundry.

4. Escape for a few minutes
It’s tough to keep your cool and not snap at someone when you’ve been asked the same question for the twelfth time. Everyone’s patience runs out at some point, especially if this isn’t the first time it’s happened today.”

One way to help an elder remember, is to create a folder with copies of the elder’s information.   This folder may include a bank statement, with the bank account number redacted, a list of doctors, list of family members’ phone numbers, medications, and caregiver information.   Remind the elder that the folder is located on the dining room table, where he or she can get to it fast.   Lists help elderly organize their thoughts.

Mina Sirkin, an elder law litigation attorney who handles trust and estate litigation, as well as conservatorship litigation and contested matters, can be contacted at 818.340.4479 or by email at MSirkin@SirkinLaw.com​.   We help clients in Los Angeles, San Fernando Valley, Woodland Hills, Tarzana, Van Nuys, Burbank, Northridge, Sherman Oaks, Glendale, and Pasadena areas.  

How to Protect Your Estate From Caregivers and Greedy Family Members?

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Mina Sirkin, Elder Law Attorney Protects the Future of Your Estate in Woodland Hills. 

If you had the choice of picking among your greedy grandson, your daughter who does not get along with the rest of the family, a caregiver, or a professional fiduciary, as the person to manage your estate, who would you chose?   It is not an easy decision.

GREEDY GRANDSON:  In the most recent years, I have received many calls from grandmothers and grandfathers whose grandson or granddaughter has moved in, and has become financially dependent on the grandparents.   In the olden days, children were pushed out of the house and sent to work.   The new generation has less work-ethic than those who grew up in the 40s or 50.    You should move grandchildren to independence by asking them to pay rent for their stay in your home.   Yes, you may not need the income, but you are saying that the grandchild will be treated as a responsible adult, if staying at your home.   You should create a rental agreement and enforce payment of rent.   This protects your estate from litigation when the rest of your family come checking you and your estate.

THE CHILD THAT DOES NOT GET ALONG WITH THE REST OF THE FAMILY:   This child may actually create litigation in your estate.  You can protect your estate from costly conservatorship cases, by NOT naming this child as an agent under a power of attorney, or as a trustee.   As a general rule, your trustee and executor must be able to manage his or her emotions with respect to other beneficiaries, and must not favor himself or herself.

SHOULD I MARRY MY CAREGIVER?   Many of our customers call us with this question.   We say NO!!  Caregiver marriages usually end up in the estate being depleted.  It is not to say that every caregiver is an abuser.   Many people are good-hearted, but the profession lends itself to endearing the elderly which make our job of protecting the elder’s estate and assets difficult.  In one sentence: Don’t do it!

Protecting your future financial well-being starts with making a financial transition plan which an include a professional fiduciary.   A professional conservator, trustee, and executor are usually bonded and insured.  Use these services to protect your estate from caregivers, and greedy family members.    You should know that most estates need to be protected when an elder gets up in age.  

At some point, children or caregivers will have access to your assets.  This should encourage you to decide whether family or professionals should be in charge of management of your assets, and when that asset protection should go into effect.

LATE MARRIAGES CREATE RISKS IN ESTATE PROTECTION:   When a caregiver attempts to abuse an elderly, he or she may attempt to marry the elder.   Marriage gives the caregiver priority in a conservatorship proceeding under certain circumstances.  You should be aware and worry about getting married late in life, and protect yourself from elder financial abuse.

Mina Sirkin is an estate protection advisor, and and an elder estate law attorney in Woodland Hills and Los Angeles.   As a Los Angeles Estate Planning lawyer, Mina Sirkin is a legal advisor to seniors and elders, and frequently writes about how to protect your estate from financial abuse and greedy family members.  For speaker information and lectures on matters involving estate planning for seniors in Woodland Hills, contact us.   Contact Mina Sirkin at 818-340-4479 or by email: Info@SirkinLaw.com.

How to Prevent Elder Abuse or Elder Financial Fraud in Woodland Hills?

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Woodland Hills Attorney Advises, How to Prevent Elder Abuse or Elder Financial Fraud in Woodland Hills?  Mina Sirkin, Elder Law Attorney Protects the Future of Your Estate & Finances in Woodland Hills

Protecting your financial well-being starts with making a financial management plan.   The basics of the decision to protect the assets revolve around who will manage your finances in the future, and how will the transition to financial management take place.   Knowing that at some point, children or caregivers may have access to your assets, should encourage you to decide whether family or professionals should be in charge of management of your assets.

CAREGIVERS COME AND GO:  Caregivers come and go in an elderly person’s life. The nature of the caregiving business is a changing or transient one.     Often caregivers become involved or get close to an elderly person with the knowledge that there is a rift between the elder and a child. This poses a danger to the elder as the caregiver may through the use of affection, try to alienate the elder from family members.   Caregivers who want to abuse an elderly create family rifts by creating negative and often false facts about the family.

DETERMINE TIMING OF CHANGE:   Determining the time when management of assets should be shifted to a trusted family member or a professional fiduciary is the single most important decision you will make in saving your assets from elder abuse. In your estate planning documents, you choose the standard by which the shift in the management of your your assets will happen.   For example, you may choose to have the shift, when one doctor deems you are incapacitate, or two doctors deep you incapacitated.   The standard is up to you, so you can make it very flexible.

DON’T KEEP YOUR FINANCIAL DOCUMENTS OR ESTATE PLANNING DOCUMENTS IN YOUR HOME:   Caregivers or others who want to pry into your business often want to see your estate planning documents.   The may misuse these documents to try to figure out how to change them.    Keep your documents in a safe, and only give access to to the box, to your trustee, executor, a child, or a professional fiduciary.

DON’T MARRY:   When a caregiver attempts to abuse an elderly, he or she may attempt to marry the elder.   Marriage gives the caregiver priority in a conservatorship proceeding under certain circumstances.  You should be aware and worry about getting married late in life, and protect yourself from elder financial abuse, not to mention financial ruin.

Handling financial elder abuse cases, Mina Sirkin is a probate and elder law attorney in Woodland Hills and Los Angeles.   As a Los Angeles Estate Planning lawyer, Mina Sirkin who advises the elderly, frequently writes about how to protect your estate from financial abuse, lectures on matters involving abuse of seniors and estate planning for seniors in Woodland Hills.   In Woodland Hills and Los Angeles, contact attorney Mina Sirkin at 818-340-4479 or by email: Info@SirkinLaw.com.

DO ELDERLY RESIDENTS HAVE THE RIGHT TO LEAVE A NURSING HOME?

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Yes, elderly persons generally have the right to leave the nursing home at anytime they wish, when there is no court order to keep them in a secured perimeter facility.

In reality, many nursing homes try to keep the residents safe, by having a bell that rings when someone attempts to leave.  Often times, the elder is asked to sign a release, if he or she wants to leave.  It is questionable, whether such a release will be effective. 

Under California law, even a person with a power of attorney CANNOT prevent the elder from leaving the facility, without a prior court order.  Nursing homes make errors.   While they may have the best intentions, they sometimes confine people without an order.  Residents of nursing homes should be aware of any restrictions to leave and should discuss this with their loved ones.   If you need help, please call us at 818.340.4479.   

There are sign-in and sign-out forms at every facility to insure that elders are safe, and that all vendors are identified.  Ask about how your loved ones can leave and still remain safe.

For more information about rights of elderly in nursing homes in Los Angeles County California, call Mina Sirkin, Elder Law attorney in Woodland Hills.   Call 818.340.4479

Developments in elder care and Alzheimer’s disease

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Researchers at Weizmann Institute of Science, Rehovot, have discovered a unique type of immune cell, the orderly activation of which could be the basis for future treatment of the currently fatal Alzheimer’s disease.

Their findings have led to new concept in how Alzheimer’s is perceived, based on a mechanistic understanding of the central role of microglial cells – the brain’s unique immune cells – in the disease. Prof. Michal Schwartz of the neurobiology department at the institute, said the discovery could eventually lead to new therapy for Alzheimer’s.

​Alzheimer’s, the most significant cause of dementia in the elderly population, is a neurodegenerative disorder manifested by various neuronal pathological processes and a significant reduction in brain function.

In the degenerative disease, beta-amyloid protein, or plaques, accumulate within and between brain cells. Due to both structural changes and the weakening of chemical communication pathways, the synapses, or junctions between neuronal cells, are lost. In addition, the cytoskeletal proteins of the axons, or nerve fibers, lose their normal structure, impairing their function and causing massive death of nerve cells.

The brain is a fragile and unique organ that has its own specially tailored immune system separate from the rest of the body. The primary role of the microglia is to recognize, disassemble and dispose of various substances that do not function properly in the brain, from dying cells to various cell debris and protein aggregates. Yet, microglial activity is under tight regulation to allow them to dispose of waste without harming adjacent healthy neurons that retain important information.

The microglia’s activities, from essential immune function to the risk of damaging healthy neurons due to hyperactivity, are well balanced in young healthy individuals, but might become a disadvantage in aging and under certain neuropathological conditions. A key question is why the brain’s own immune cells are not effective in repairing the damage associated with Alzheimer’s disease.

Schwartz has shown over the years that mobilizing cells from the systemic immune system does not always cause harm, and in fact, if well controlled, even help in coping with various brain pathologies. But no one had answered the question whether the microglia are helpful, harmful or useless to the body.

Working together with Prof. Ido Amit of the institute’s immunology department and members of their research groups – postdoctoral researchers Drs. Hadas Keren-Shaul and Assaf Weiner and research students Amit Spinrad, Orit Matcovitch-Natan and Raz Dvir-Szternfeld – Schwartz has now provided an answer to this question, along with a new research approach toward finding ways of treating the disease.

They studied a genetically engineered mouse model of Alzheimer’s, whose genetic makeup includes five mutant human genes that cause an aggressive form of the disease. The brains of these mice exhibit features similar to those that take place in the brains of humans suffering from the dementia.

A significant barrier to understanding the roles of immune cells in Alzheimer’s and other neurodegenerative diseases is the ability to accurately distinguish between similar cells with different functions, and thus understand which is “friend” and which is “foe.”

The team employed advanced single-cell genomic sequencing technology – a “genetic microscope” developed in Amit’s lab in recent years – to fully sequence the genetic material of single cells, allowing them to identify the unique function of these immune cells, even when they are extremely rare.

In this study, they sequenced the RNA content of all the immune cells in the brains of the Alzheimer’s disease mouse model and repeated this experiment at different points in the disease progression and compared the results with those from healthy mice.

​Credit: Jerusalem Post

For questions on how Alzheimer’s disease affects your estate planning, contact Mina Sirkin, Probate Attorney.

WHAT DOES A LOS ANGELES PROFESSIONAL FIDUCIARY DO?

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Generally, a professional fiduciary in Los Angeles can perform any of the following functions:

  • Act as an agent in a Power of Attorney, or an Advance Health Care Directive;
  • Become an Independent Trustee or a special trustee in litigation;
  • Be a Trustee of a Special Needs Trust, or other types of trusts;
  • Act as a Professional Conservator;
  • Become the Personal Representative of an estate, meaning, be named as an executor, or act as an administrator, or special administrator;
  • Assist with Elder Care Management
  • Manage Private book keeping, bill paying, or money management for an elderly or disabled person.

HOW CAN A PROFESSIONAL FIDUCIARY HELP?

A Los angeles Professional Fiduciary can help diffuse family problems before they arise, or after they have arisen.   Having an independent person who is impartial is beneficiary in helping parties come to an agreement which can resolve litigation.    Appointment of a private professional fiduciary can shorten litigation and is very effective in reducing prolonged litigation costs.  

Appointment of a California Professional Fiduciary is also helpful to out-of-state or area children whose elderly parents need assistance to manage their daily lives.   They provide peace of mind and accountability in families.

Additionally, a professional fiduciary can provide continuity of care, where an elder family member may not be able to attend to the needs of another disabled or elderly individual.  Professional Fiduciaries are bondable and insured, and licensed in California by the Department of Consumer Affairs.  

HOW CAN WE HELP YOU SECURE THE BEST PROFESSIONAL FIDUCIARIES IN LOS ANGELES?

We have represented some of the best professional fiduciaries in Los Angeles.  We can assist you in selecting just the right person to help you shorten litigation.    We have appointed professional fiduciaries in trusts, estates, probate, and conservatorship litigation.   Additionally, our professional fiduciaries have represented veterans and special needs clients as representative payees of social security payments.   We thoroughly investigate and review our professional fiduciaries, and will introduce you only to qualified individuals in Los Angeles County.

CONTACT: Mina Sirkin, at 818.340.4479, to assist you with the selection of the right professional fiduciary in Los Angeles.   

Real More about Fiduciaries here: