Tax Preparation & Trustee Services
3020 Morab Court, Fort Collins, CO 80525 (970) 266-8396 (970) 266-8402 fax (800) 287-1551 email@example.com
Kristen Cecere is an Enrolled Agent, licensed to practice before the Internal Revenue Service. She has many years experience preparing individual, business, and trust & estate tax returns. Kristen also has a Mediation Certification from Colorado State University, which allows her to act as a Neutral, Third-party Trustee.
What is a Trustee? an individual person or member of a board given control or powers of administration of property in trust with a legal obligation to administer it solely for the purposes specified.
An irrevocable trust is a trust that can't be modified or terminated without the permission of the beneficiary. The grantor, having transferred assets into the trust, effectively removes all of his or her rights of ownership to the assets and the trust.
"Having experience in mediation and conflict management, gives me an advantage over family member trustees. I am not a beneficiary and receive no gain from the trust. Many times, when a family member is the trustee, emotions get in the way of carrying out the directions in the trust. By acting as a Neutral, Third-party Trustee, it eliminates those issues".
Special Needs Trust
A special needs trust is a trust designed for beneficiaries with disabilities, either physically or mentally challenged.