Special Needs Trusts
Service
Special Needs Trusts
We provide compassionate oversight of Special Needs Trusts designed to protect the long-term financial stability and care of beneficiaries with special needs.
Our focus is on preserving assets while ensuring funds are used appropriately to enhance quality of life and ongoing support. We manage each trust with sensitivity, respect, and full fiduciary responsibility.
Families can rely on us to maintain stability and safeguard the future of their loved ones.
CORBITT FIDUCIARY SERVICES
Peter Corbitt, JD | Licensed Professional Fiduciary (CA Lic. #1528)
| Service | Fee |
|---|---|
| Hourly Fiduciary Services | $125/hour |
| Onboarding Fee | $250 (one-time) |
| Extraordinary Services | Included in hourly rate unless otherwise specified |
Scope of Services
Services include trust administration, beneficiary support, coordination of care, and compliance with SSI and Medi-Cal requirements.
Additional Costs
Third-party services such as legal, tax, and investment management are billed separately.
Contact Information
Peter Corbitt, JD Corbitt Fiduciary Services Phone: 805-300-1501 Email: pbcorbitt@gmail.com