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Considering a Conservator or Trustee, by definition, is a difficult time. How do you make it easier? Select someone with expertise, experience and sensitivity who will understand your unique situation and devise the best solutions for your circumstances.
Whether it is for day to day care of a vulnerable individual or oversight and management of your precious assets, Pam provides the knowledge and assurance that you are getting the best care and attention possible.
Pam Blattner, MBA, NCG, CLPF, has many years of experience as Trustee, Guardian, and Conservator for the young, elderly and incapacitated. Her background in business, nonprofit and as a management consultant have honed her natural skills as a good listener, problem solver and efficient and effective goal oriented professional. She is resourceful, has excellent people skills and will provide you with the knowledge, expertise and sensitivity you are looking for. In addition, her experience consulting for Fortune 500 companies and running a nonprofit give her the business skills to deal with sophisticated business and real estate issues and complicated legacies.
Many attorneys are now recommending that Professional Fiduciaries be named as Executor of an Estate. This brings professionalism, the possibility of earlier resolution of the estate, and less emotional turmoil at a difficult time.
You should select a Professional Fiduciary based on referral, experience, personal comfort, personality and their ability to get the job done in a way that provides you comfort.
Some attorneys are now recommending that you name a Conservator in your Living Trust in anticipation of possible need, to assure that you will have someone you trust and are comfortable with responsible for your care, if the need arises.
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