Areas of Practice

TRUSTEE: Whether private or court appointed, the trustee is bound by the terms of the trust. The trustee must administer the trust and safeguard the assets by making prudent decisions regarding investments, real estate, and all other assets, while maintaining on open line of communication and reporting with the beneficiaries..

EXECUTOR/ESTATE ADMINISTRATOR:  Named or nominated to carry out the terms of a will, including dispensing or disposing of assets, settling debts, paying creditors, and filing taxes.

SPECIAL NEEDS TRUST: Devised to serve the needs of a disabled person to enhance their lives over and above other government benefits they might be receiving. The trustee oversees and administers the assets placed in the trust for the person with disabilities.

CONSERVATOR OF THE ESTATE: Appointed by Probate Court, the COE is empowered to manage the financial affairs of someone deemed legally incapable of doing this for himself or herself. Responsibilities include marshaling all assets, prudent management of investments, real estate management, maintaining insurances and periodic accounting to the court that oversees the conservatorship.

CONSERVATOR OF THE PERSON: Appointed and overseen by Probate Court, the COP manages the living situation and medical care for a person deemed by the court to be mentally incapable of caring for themselves. The COP advocates on behalf of the conservatee seeking the least restrictive and safest living options and is often given the power to make medical and end of life decisions in keeping with the conservatee’s religious background and personal beliefs.