Occasionally, we are asked to perform services that require additional responsibilities in the administration of an account, such as:

• Extended negotiations in the acquisition, care or disposition of a major asset
• Exercise of discretionary powers to authorize utilization of funds
• Preparation of special or multiple reports or accountings in addition to customary periodic reports
• Services regarding personal property
• Review and reconciliation of records for determination of government filing requirements
• Analysis of closely held entities, including real estate interests