Other Estate Services

Other Estate Services from Fred Schoen

Other Estate Services

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