Dennis M. Sandoval is available to serve as trustee, executor, administrator, conservator, financial agent or health care agent for clients in Riverside, San Bernardino, San Diego, Orange, and Los Angeles County. The law firm also offers bill-paying services for seniors who need assistance with keeping their finances.
The fiduciary services offered by Dennis Sandoval are much more flexible than those offered by most banks, trust companies, and many private fiduciaries. Dennis will serve as trustee on smaller trusts, especially those for special needs beneficiaries. He is also available to serve as trustee and personal representative on trusts and estates with real estate holdings, business, and other non-securities investments. Sometimes he has been willing to serve as trustee or administrator of an estate or trust where there is litigation between the beneficiaries. Dennis can also serve as trustee of a directed trust.
Dennis has experience serving as trustee for trusts ranging from large private charitable foundation trusts to small special needs trusts and every type and size of trust between. He has served as trustee over court-supervised trusts and trusts that have no court supervision. He has also served as administrator for estates being probated in the Riverside County and San Bernardino County courts. Besides serving as attorney for special needs plaintiffs who have received lawsuit judgments or settlements, he is also available to serve as guardian ad litem for the disabled plaintiff or trustee of the (d)(4)(A) court created and supervised first party special needs trust. His legal, tax, and investment expertise and experience have proven invaluable in the proper administration of trusts and estates. The knowledge he gained as a Certified Financial Planner® plays a key role in how Dennis administers trusts and estates.
Fiduciary services can billed on an hourly basis or can be billed on a percentage of assets being administered. Asset management of trust assets by well-respected local fee-based financial planning firms is available. Where needed, real estate management and temporary business management or liquidation services from well-respected Southern California firms is also available. For many smaller special needs trusts, an hourly fee arrangement is often much more cost-effective than being billed on percentage of assets being administered basis.
Visit of Our Southern California Offices Today
With office locations throughout Southern California, Sandoval Legacy Group, a Division of Holstrom, Block & Parke, offers representation for Estate Planning, Special Needs Planning, Trust Administration, Probate, and Conservatorships in Riverside, San Bernardino, Orange, San Diego, and Los Angeles County.