Certified Indpendent Trustee

I have my own private fiduciary practice since 2012 in Sherman Oaks, CA. I am also a CPA. Most of my work is Trust administration.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

No

Services Offered

Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor

Types of Trusts / Specialties

Contact Denise

8183588992

15303 Ventura Blvd Ste 900 Sherman Oaks, California 91403

Send an email to Denise

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