This 4 minute video helps families understand our role as professional fiduciaries. Video
To the right, you can click on the article title to read Marguerite's latest contribution to the North County Lawyer Magazine, or to meet other Estate Planning Professionals.
Many opportunities are available for learning more about the area of Trusts and Estate Planning. Below are links to meet other professionals, to learn about becoming a Fiduciary and learning more about your own Estate Plan.
We are in development on our "Frequently Asked Questions" page. If you have a question, with or without an answer, please email us at PositiveOutcome@MyTrustee.net for inclusion on our page.
Are you a professional in the Estate Planning Arena?
Want to meet other professionals; Estate Planning Attorneys, Financial Advisors, Geriatric Care Managers, Private Trustees, Bankers, etc.,?
Look for our "Estate Planning Group" at www.Meetup.com for details like location, directions, cost and group info.
We recommend that you come early and stay late. We do individual introductions at every meeting and then host activities, encouraging you to collaborate with the people at your table of 8. Our hope is that you really get to know the other 7 people at your table and that they get to know you, at every meeting.
We serve as neutral, Third Party Trustees on several kinds of trusts such as:
Irrevocable Life Insurance Trusts Charitable Remainder Trusts Charitable Lead Trusts Family Trusts Special Needs Trusts
What you need may not be specifically listed here. Please contact us so we can mutually explore the plan which will fulfill your vision. Keep in mind, we do not draft the documents (this is the attorney's job), we implement the documents as the Trustee, fulfilling our Fiduciary Duty, following the provisions of the Trust document, following the Probate Code, producing formal accountings, maintaining our insurance coverage and living up to our Code of Ethics.
It's Your Estate!
Want to learn more about your Estate Plan, but you don't want to be sold anything? Here is a strictly educational program, sponsored only by Charities. This program began more than 12 years ago in Orange County and is now available in San Diego. For registration, dates, times and location information, go to:
