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PROFESSIONAL TRUSTEE SERVICES
PROFESSIONAL TRUSTEE SERVICES
Serving as a Trustee is a role that comes with important legal, financial, and fiduciary responsibilities. Whether you’re creating a trust for your loved ones or need a professional to serve in this capacity, our experienced team is here to provide steady, knowledgeable guidance.
Caliber Fiduciary PLLC administers a wide range of trusts, including revocable trusts, irrevocable trusts, special needs trusts, spendthrift trusts, firearm trusts, and charitable remainder uni-trusts. Our services include asset management, beneficiary distributions, tax reporting coordination, trust administration, and ensuring ongoing compliance with both state and federal regulations.
You can count on Caliber Fiduciary PLLC to manage your trust with care, integrity, and in accordance with its terms and your intentions. Whether you need a successor trustee, co-trustee, or long-term professional administration, we’re here to safeguard your legacy and support your beneficiaries.
TRUST PROTECTOR SERVICES
TRUST PROTECTOR SERVICES
A Trust Protector plays a vital role in safeguarding the integrity and intent of a trust over time. Appointed to provide oversight and certain discretionary powers, a Trust Protector can help adapt a trust to changing laws, unforeseen circumstances, or family dynamics — ensuring the trust remains effective and aligned with the creator’s wishes.
Caliber Fiduciary PLLC offers independent, professional Trust Protector services for a wide range of trusts. We can review trustee decisions, approve or remove trustees when necessary, amend trust provisions to comply with updated laws, and address issues that may arise during the administration of the trust. Acting as a neutral third party, we help protect both the trust’s purpose and the interests of its beneficiaries.
If you’re creating a trust or looking for experienced, impartial oversight, Caliber Fiduciary PLLC's Trust Protector services provide an added layer of security, flexibility, and peace of mind.
SPECIAL NEEDS TRUST ADMINISTRATION
SPECIAL NEEDS TRUST ADMINISTRATION
Managing a Special Needs Trust (SNT) requires a detailed understanding of both the unique needs of the beneficiary and the complex rules surrounding government benefits like Medicaid and SSI. Caliber Fiduciary PLLC specializes in the administration of Special Needs Trusts, ensuring that assets are carefully managed while preserving the beneficiary's eligibility for essential public benefits.
We provide comprehensive administration services, including the proper investment of trust assets, disbursement of funds, and compliance with both federal and state regulations. By coordinating with healthcare providers, government agencies, and legal professionals, we ensure that trust distributions are made in a way that enhances the quality of life for the individual with special needs without compromising their ability to access important benefits.
Caliber Fiduciary PLLC's goal is to act in the best interests of the beneficiary while ensuring full legal compliance. Whether you're setting up a new Special Needs Trust or need professional oversight for an existing trust, we’re here to provide the knowledge and dedication required to properly manage this crucial aspect of your estate plan.
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