Guardianships, Estates & Special Needs Trusts

The Go-To Firm in the Court Space

If you have been appointed to or placed in control of a special-needs trust, estate, conservatorship, guardianship or another type of court account, we can assist you. We understand how to keep accounts UPIA compliant and are savvy with other court directives

We also work with IRAs, 401(k)s, and other retirement accounts that may fall within your responsibility. These may also include structured settlements, social security, pensions or other income streams

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Account Types We Manage

Estates

The duties of an estate Executor include managing funds in a prudent manner. We provide individualized account administration services and aim to deliver far better returns than any bank can offer, with enhanced liquidity and tax efficiency.

Trusts

Court Investment Services works with the trustee by establishing the most appropriate investment plan. We do this by analyzing the unique circumstances, goals, time horizon, and liquidity needs.

Conservatorship

In some cases, a court may appoint a friend or relative to manage the assets in a conservatorship. We will work with the conservator to understand the mental and physical health of the conservatee, which will help us construct and manage the investments in a prudent manner while adhering to relevant probate codes.

Special Needs Trust

Special Needs Trusts have very important guidelines to ensure that the beneficiary’s SSI, medicaid and any other benefits are not jeopardized. For the investments in SNT’s, we follow the Uniform Prudent Investor Act UPIA.

Guardianship

Like conservatorship accounts, guardianships follow similar investment directives from the court. We work with guardians to follow these directives and protect them from liability. As the minor gets closer to 18, we have a process that shifts the allocation more conservatively over time to reduce volatility. Once the minor turns 18, we can also suggest strategies that will fit their needs, while continuing to manage their investments for long-term growth.

Retirement (IRA, 401k, Roth)

In addition to court accounts, Court Investment Services can also manage traditional retirement accounts, such as an IRA, 401k, Roth IRA and more. If you are looking to consolidate assets into one household at one financial custodian (we use Charles Schwab), we can work with you and your attorney or fiduciary to accomplish this as well.

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