Trust Administration: Give assistance to existing trustees,including preparation of trust accountings in the format required by the Californnia Court System. Trusteeships: As of June 30, 2024, I have been appointed to, managed and closed 82 Trusts in my career.

Services

Trustee, Trustee - Special Needs, Trustee - Successor, Trustee - Co-Trustee, CPA, Financial Advisor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Hold Durable Power of Attorney

Accepting New Clients

Accepts Trusts/Business in Other States

Contact David

7147421648

305 Bay Hill DriveNewport Beach, 92660

Send an email to David

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