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Since 2009, we have been engaged as property managers for trust assets consisting of rental investment income units and serve as the landlord over each client's property. While normally a property management firm may be considered to handle such operations, most of the client's have had a few properties and not a vast apartment complex, which would be better suited for such a vendor. Our experience has increased in this business aspect, and we now manage nine (9) properties, which consist of seventeen (17) rental units total. Because certified property management firms charge upwards of 10% of both rental and deposit fees, our approach is preferred in court-managed accounts with fees being significantly lower than the industry 10%.

 

Additionally, we independently host a trust property rental website for prospective tenants and current residents. This website provides an interface for the tenants to submit laundry repair requests and maintenance requests, and in doing so provides the tenants a level of assurance that the work will be completed in a timely manner (tenants receive a copy of the maintenance statuses).

Finally we are well-versed in eviction and small claims proceedings and have a high collection rate to ensure our clients' are made whole in the event a tenant abuses the facilities.

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.
 

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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