Mark a Walther Professional Fiduciary, Trust And Estate Administration

Lawson Professional Fiduciary Services

Lawson Professional Fiduciary Services specialize in providing guardianship, conservatorship, and trustee services to seniors, disabled individuals, and those with debilitating diseases or dementia. We provide support and assistance to those with mental illness, developmental disabilities, or traumatic brain injuries. Our team has the experience and expertise to help families in need of fiduciary services as well as those already serving as a guardian, conservator, or trustee. We are dedicated to providing our clients with the highest quality of services. Our team is committed to staying up to date on the latest developments and regulations in the field so that we can provide our clients with the best possible results. We take pride in offering personalized, customized solutions that meet the unique needs of each individual.

Mark a Walther Professional Fiduciary, Trust And Estate Administration

Introduction: Attorney with 24 years of experience, 11 years of which includes services as a private professional fiduciary, trust and estate administration, power of attorney (attorney in fact); Services: Trustee for Living, Irrevocable, Special Needs and Charitable Trusts, Attorney to Trustee. General Partner in Family Limited Partnerships, Mediator in Litigated Fiduciary matters and Family Disputes. Legal experience includes Probate, Estate Planning, Simple Wills, Living Trusts, Revocable Trust. Irrevocable Trust, Insurance Trusts and Charitable Trusts. Mark represents privately held start-ups and closely held corporations with sector. Focus on health care data collection, the life sciences, clean technology and mobile apps. He advises clients regarding incorporation, general partnerships, buy-sell agreements and real estate purchases. Advance: He also represents investment advisers, venture capital and private equity funds with early-stage capital investments, sourcing of growth capital, asset acquisitions and corporate recapitalization. Complex corporate structures and transactions, most recently in the context of technology start-up stage companies. Extensive experience with energy, environmental, intellectual property, contracts and regulatory law; Background incorporates a mixture of top tier law firm, of-counsel (contract) and in house experience.

Momentum Private Wealth Management

Momentum Private Wealth Management is a Fee-Only financial planning and wealth management firm committed to helping individuals and families realize their financial goals. As a CFP® Professional and Fiduciary, our team is dedicated to providing full investment management services, retirement planning, and financial planning tailored to each individual’s needs and life aspirations. We strive to build a transparent and practical wealth management firm that serves the community, inspiring people to take charge of their financial future and assign their assets a purpose. As part of the XY Planning Network (XYPN), we serve all stages of life, from Millennials to Gen Y to Gen X to Retirees, regardless of income and asset level. With Momentum Private Wealth Management everyone can access the art of financial planning.

Kurniadi Realty - Residential and Probate Real Estate

Introduction: As an experienced probate real estate agent and broker with legal training, Jonathan Kurniadi is a Realtor. Specializes in listing and marketing homes in probate and family trusts in the San Francisco and East Bay Area. Our clients include: Attorneys, executors, personal representatives, administrators, trustees, and professional fiduciaries. Jonathan Kurniadi has a track record of selling in San Francisco neighborhoods including Castro. Mission, Richmond, Sunset, Noe Valley, SOMA, and Union Square. Advance: Being a licensed attorney as well has armed Jonathan and his clients with a competitive advantage over other Realtors. In the area of evictions, contract, negotiation, probate procedure, and the law, in general, as it relates to families and decedent's estates. From a marketing standpoint, our team's dedication to highlighting our clients' homes using technology in today's fast paced real estate industry is unmatched by other real estate companies. Services: We offer a "Full Display" marketing plan that offers a custom website for our clients' home, exposure on our team's website, professional photography, and more.

Horizon Revenue Solutions

Horizon Revenue Solutions is a medical billing service located in the San Francisco Bay Area. We strive to provide personalized attention for our clients that cannot be found with national billing companies. Our mission is to help practices achieve success by providing responsive service, customized workflows, coding information, and documentation feedback. We are able to process claims for all private professional specialties, while working with all commercial and government insurance carriers. We offer competitive rates and no long term contracts, and are able to integrate with any software used by the practice. Our vision is to become a premier local billing service that is known for quality, customer care and accuracy. Our team is dedicated to helping practices achieve their goals and making sure our clients receive the best possible service.

The Farm Soho North

At The Farm Soho North, we provide a modern and highly efficient 24/7 co-working space. Our space is designed with bright natural light, stylish furniture, greenery accents and comfortable nooks to create an ideal environment for individuals or small groups to focus and get work done. Our facilities include a private professional photo studio, meeting room, event space and phone booth. We strive to give our customers a productive and comfortable workspace that will help them reach their goals. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

East Valley Fiduciary Services

James Clark founded East Valley Fiduciary Services (EVFS) in 1998 to support those in need. With his background as a Long Term Care Administrator and Director of Behavioral Health Services, Jim brought a unique mix of social work and care to the business. In 2008, Michael Bogle took over the role, bringing with him an extensive background in financial services. EVFS works on all levels of the profession to provide individuals with a professional private fiduciary when their family or friends cannot help. The mission statement of EVFS is to "promote the health and well-being of all persons entrusted for guardian and/or conservatorship," with the goal of providing individuals with dignity and respect, courteous and competent service, professionals with high ethical standards, communication and cooperation, plus knowledge and competency in the profession.

Law Office of Vikram Brar

At the Law Office of Vikram Brar, we specialize in trusts, estates, and conservatorships. Our goal is to provide top-notch, reliable, and cost-effective representation. With over 40 years of experience in Probate law, our team of highly-qualified attorneys have earned a stellar reputation among Los Angeles Probate professionals, fiduciaries, lawyers, and Judges. Furthermore, we are multilingual and can converse in Armenian, Spanish, Hindi, and Punjabi. We understand that cases can be difficult to navigate and offer straightforward advice. We strive to ensure swift resolution of matters through informal mediation when transparency, communication, or misunderstandings are in play. Our commitment to excellence and client satisfaction will ensure that you receive the best legal advice and guidance possible.