Family Office |
Selecting A TrusteeThe Importance of Selecting A TrusteeWhen a trust is created, either during life or death, the trustee becomes the legal title holder of the trust property, holding it for the benefit of all the beneficiaries. At Hayashi & Wayland we understand the delicate intricacies that selecting a trustee can involve and we are here to help guide you in your decision. Intersection of Trust: How to Select the Right Trustee for Your Future We also have professional fiduciaries on staff that are licensed with the State of California and the Professional Fiduciaries Bureau. Professional fiduciaries provide critical services to seniors, disabled persons, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management. Requirements for licensing include passing an examination and completing thirty (30) hours of approved education courses and earning fifteen (15) hours of continuing education credit each year for renewal. Licensees must comply with reporting requirements and must abide by the Professional Fiduciaries Code of Ethics so that client matters are handled responsibly and without conflict. Contact UsFor additional information, please contact David Sandys, CPA, at 831-624-5333, or click here to email David. We invite you to come in for a complimentary consultation to determine the best way to address your individual needs. |
