Our client's confidentiality is important to us, therefore no names will be presented
Below are several cases that the San Diego Fiduciary team has taken on over the years, providing a range of services.
Client: Female (Disabled) Situation: Client was the recipient of a very large malpractice award. Responsibilities: Rick
acts as client's "Special Needs Trustee" (SNT), making sure she gets 24-hour
care. The staff at San Diego fiduciary is also concerned with routinely
communicating with family members and making sure the client makes
progress in her health.
Client: Female (Blind) Situation: Client lost house to a dishonest caregiver. Responsibilities: Rick
and the staff at San Diego Fiduciary worked to get the house back for
the client, ensuring her comfort for the rest of her days.
Client: Male (Developmentally disabled and mentally ill) Situation: Mother left money to ill son Responsibilities: The
at San Diego Fiduciary is responsible for maximizing this
client's independence while giving him additional support. It is
important to the team at San Diego Fiduciary that they are not
restrictive in their role as conservator. It is important to them to
allow the individual client the maximum amount of freedom possible
while facilitating their wellbeing. Client: Female (Stroke victim) Situation: After suffering a stroke, client was unable to manage her money. Responsibilities: Rick took on the role of trustee of client. Now the client, at the young age of 90, is getting ready to take a cruise!
Client: Female (mentally disabled) Situation: Client lived at group home when she inherited a large amount money. Responsibilities: San Diego Fiduciary uses this money to help client live on her own in an apartment.
Client: Male (homeless, mentally ill) Situation: Client received $500,000 from estranged father. Located by private investigator. Responsibilities: Rick worked with a private investigator in
tracking down the client in San Diego streets and prisons, putting him
through rehab and getting him into a group home.
Client: Two Males (Brothers, under 18) Situation: Client came into a sum of money when their unmarried father died suddenly without an estate plan. Responsibilities: Offering financial guardianship, Ric