FIDUCIARY SERVICES FOR TRUSTS AND ESTATES

Bruce Bickel has spent more than two decades "in the trenches" as an estate and trust lawyer. This experience has uniquely qualified him to provide the following fiduciary services:

• Executor/Administrator in probate estates
• Guardian of the Estate for Minors
• Conservator of the Estate for Adults
• Trustee for living trusts, testamentary trusts, special needs trusts and life insurance trusts.

Bruce has been appointed as a fiduciary by judges who need an impartial and experienced person to administer an estate or trust when the circumstances involve complicated or adversarial issues. He also serves as a fiduciary at the request of individuals and upon the recommendation of attorneys and other professional advisors.

Benefits of a Professional Private Fiduciary

Frequently a friend or relative is selected as a fiduciary, but they may not be the best choice due to a lack of time, experience or objectivity. The benefits of a professional private fiduciary include:

• Knowledge & Experience
• A Trained Staff
• Confidentiality
• Objectivity
• Accountability

A Team Approach to Client Service

For his fiduciary clients, Bruce devotes his time and energy to one service: administration. He works with outside professional investment, legal, tax and insurance experts so that his fiduciary clients enjoy the best possible support for all their asset management needs.

This "team approach" provides continuity of service by maintaining the existing relationships with each client's own attorney, accountant, financial advisor and insurance representative. If the client does not have a pre-existing relationship with a professional advisor, selections are made from a group of qualified specialists as necessary for the client's particular needs.

Bruce spent a lot of money on a fancy brochure to describe his fiduciary services. He’d be glad to send you one if you would like to consider appointing him as a fiduciary under your Will or Trust. (Bruce’s wife would like to get the box of brochures out of her hall closet, so please request one even if you have no intention of using Bruce as a fiduciary.)