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Professional Fiduciary Work

For comprehensive and reliable fiduciary services, depend on the Strickler Brennan Catlin legal team. We provide expert guidance in managing the financial affairs and assets of individuals, families, and businesses. Our experienced attorneys are committed to safeguarding your interests and ensuring your financial future is in capable hands.

Our Approach:

We understand that each client’s situation is unique, and we tailor our services to meet your specific needs. With a client-centered approach, we prioritize open communication, attentiveness, and professionalism to ensure that you receive the highest level of service.

Our Expertise:

Trust Administration

Managing a trust can be complex and time-consuming. Our skilled professionals have extensive experience in trust administration, handling all aspects of trust management, including asset allocation, investment oversight, tax compliance, and distribution coordination. We work closely with trustees, beneficiaries, and other stakeholders to ensure the efficient and effective administration of trusts.

Estate Planning

Preparing for the future is essential, and our firm specializes in comprehensive estate planning strategies. We offer personalized solutions to help you protect your assets, minimize tax liabilities, and ensure the smooth transfer of wealth to future generations. Our experienced attorneys will work closely with you to create tailored estate plans that reflect your unique circumstances and goals.

Conservatorship Services

When individuals are unable to manage their financial or personal affairs due to incapacity, our firm provides dedicated conservatorship services. We have a deep understanding of the legal and ethical considerations involved in conservatorship cases. Our compassionate team is here to assist you in navigating the complex conservatorship process and fulfilling your duties as a conservator.

Executor and Trustee Services

Acting as an executor or trustee can be a significant responsibility. SBC offers professional executor and trustee services to ensure that your loved ones’ wishes are carried out effectively and efficiently. Our team has the expertise to handle the administrative tasks, asset management, and distribution processes, allowing you to focus on what matters most during challenging times.

Dispute Resolution

In the event of a dispute or disagreement involving trusts, estates, or fiduciary matters, our firm provides skilled representation to protect your interests. Our attorneys are experienced in negotiation, mediation, and litigation, and will work diligently to achieve a favorable resolution. We strive to minimize conflict and find amicable solutions, but if litigation becomes necessary, we are prepared to advocate for your rights in court.

Why Choose Us:

Experience and Expertise: Our team brings decades of combined experience in fiduciary services, ensuring that you receive the highest level of knowledge and skill.

Personalized Attention: We understand that each client’s needs are unique. We take the time to listen, understand your goals, and develop customized strategies to meet your specific requirements.

Trust and Integrity: SBC is built on a foundation of trust, integrity, and ethical practices. You can rely on us to handle your fiduciary matters with the utmost professionalism and confidentiality.

Holistic Approach: We believe in taking a comprehensive approach to fiduciary services, considering all legal, financial, and personal factors that may impact your situation. Our goal is to provide you with integrated solutions that align with your broader objectives.

Client-Centered Philosophy: Your satisfaction is our priority. We are dedicated to delivering exceptional client service, maintaining open lines of communication, and providing regular updates on the progress of your fiduciary matters.

Contact SBC today to learn more about our Professional Fiduciary Services. Our team is ready to assist you.