Trust
Administration
in Los Angeles

 

Drawing upon our very substantial experience with administration of trusts of various types, the PMF team strives, first and foremost, to ensure that the trust instrument is thoroughly understood and that the actions we take are scrupulously guided by the settlors’ wishes. Accomplishing this requires a broad and deep understanding of the complexities of marshaling of financial assets, optimization of return enjoyed by those assets while maintaining an appropriately balanced investment portfolio, management of obligations of the trust (including routine bill payment), filing of tax returns and resolution of disputes among trust beneficiaries.
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21T08

Probate Administration

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Conservatorship of Person and Estate

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391Z

Special Needs Trust

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907Z

Guardianship

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31_684Z

Elder Care

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