At Trusts and Estates Group in San Luis Obispo, California, attorney Jed Hazeltine provides professional fiduciary services as a private trustee, personal representative of an estate, agent under a power of attorney, and conservator. As an attorney and licensed professional fiduciary, Jed performs his work with the utmost integrity and adherence to the highest standards of fiduciary responsibility under state and federal law, as well as the California Rules of Professional Conduct for lawyers.
Attorney Jed Hazeltine, founder and owner of Trusts and Estates Group, is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California. He also holds a Masters of Laws (LL.M.) in Taxation and a Certificate in Professional Fiduciary Management for Trustees from California State University Fullerton. With the benefit of nearly 25 years of law practice experience, Jed offers professional fiduciary services as a trustee and successor trustee, personal representative (executor) of an estate, and in other contexts.
In providing fiduciary services, Jed maintains the same earnest commitment to providing exceptional service that he applies in his law practice. His in-depth law experience and his legal insight into and understanding of fiduciary responsibilities make him distinctively well-qualified to provide professional fiduciary services.
When you create an estate plan, you designate fiduciaries to administer your estate, make decisions in the event of incapacity, and distribute trust property after death. Selecting your fiduciaries are some of the most important decisions you make in the planning process. You must be certain they can fulfill their legal duties and will implement decisions according to your wishes.
Jed Hazeltine provides fiduciary services for a wide range of estate needs, including as successor trustee for living trusts. His extensive legal experience and distinguished credentials make him exceptionally qualified to serve in this crucial capacity. As an attorney and licensed professional fiduciary with tax credentials, he has an in-depth understanding of the complexity of Probate Code requirements and the numerous fiduciary duties involved in management and distribution of trust assets, as well as the complex tax consequences and obligations inherent in trust administration and management.
Unlike Jed, most professional fiduciaries in California are not licensed practicing attorneys and are not subject to the Rules of Professional Conduct for lawyers. In managing a trust, they must rely on a lawyer to assist with trust administration. In contrast, Jed is able to draw on his extensive legal experience and skill in serving as a professional trustee and licensed professional fiduciary. Jed fulfills his fiduciary duties with paramount integrity, in complete compliance with fiduciary laws and the Rules of Professional Conduct that apply to him as a lawyer and fiduciary.
Choosing the right trustee to distribute your estate property is imperative. Most trust litigation arises from a trustee’s negligence or malfeasance. A trust estate can be financially devastated by a trustee’s poor decision-making or intentional conduct. Legal fees for court actions further deplete the estate.
Family relationships can be forever altered when a trustee mishandles the weighty responsibility of managing a trust. Jed Hazeltine keeps trust assets safe and protected, manages them wisely, and makes certain all beneficiaries are treated fairly. Moreover, as a trust litigation lawyer, he knows how to avoid and settle disagreements and avoid unnecessary court actions.
Fiduciaries serve in roles that extend beyond trust management. Jed Hazeltine also provides fiduciary services as the personal representative (executor) for an estate, agent under a financial power of attorney or advance directive, and conservator for the person and estate of an incapacitated individual.
Regardless of the nature of the professional fiduciary services he provides, Jed performs his fiduciary responsibilities with consummate integrity and loyalty to the client. As an attorney and licensed professional fiduciary, he draws on his legal experience and knowledge, in addition to maintaining his dedication to the principles of fiduciary responsibility.
From the Trusts and Estates Group office in San Luis Obispo, attorney Jed Hazeltine provides professional fiduciary services throughout the California Central Coast region. To schedule a consultation with Jed, please call (805) 439-2323 or reach out through the online contact form.
A fiduciary fee schedule is available upon request.
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