Our attorneys can assist in the selection of trustees and with the funding of your Trust. We are available to work with your personal financial advisors so as to create your Trust with appropriate tax planning consequences in mind.
In administrating Estate, Trust, Power of Attorney and Guardianship accounts, we offer innovative services when representing clients who have been appointed to serve in those matters. For these accounts we offer a computerized management system which utilizes the accounting and investment services of a local Trust Company. In this way Clarie Law Offices is able to provide a convenient, cost effective opportunity for our clients to direct the administration of an Estate, Trust, Power of Attorney or Guardianship that they have been appointed to manage.