I offer advisory services to trustees who want to overcome administrative and operational challenges.
I am a Master Certified Trustee through the Independent Trustee Alliance (TrusteeAlliance.com)
As a Long-time member of the Colorado and New Jersey Bars and advisor to trustees, and beneficiaries, and also having served as a Trustee, I seek to assist and coach trustees in their roles and to help them work through the various responsibilities they have assumed by accepting the position of trustee.
I bring a wide array of experience, resources, contacts, and inspiration to each assignment. Over my career, I have helped many trustees and families assess and make trust related decisions, including managing family relationships developing an objective view of trust decisions and evaluating complex investment strategies.
On a personal level, I am one of the founders of the Independent Trustee Alliance a active member of the Colorado Trusts and Estates Section and a past Trustee of the Section. I am continuing to be involved in the Sections work in designing forms for attorneys as well as the public at large.
I have worked with many individual trustees, many of whom are surviving spouses who are now managing the deceased spouse’s trust and who use my services to assist them in managing the trust.
Further information on me can be found on my website: PinnacleFiduciaryServices.com
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - Successor, Trustee - Co-Trustee, Trustee - Coach / Consultant, Attorney
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in TrustsContact Tony
(303) 204-1710
2990 E. 17th Ave. #1007 Denver, Colorado 80206