Our Story
IMT Associates was founded in 1985 in San Leandro, California. It is currently owned and operated Meredith Taylor, MFT, CLPF, who became partner in 2009. Former founding partner, Fred Isaacs II, Ph.D retired from the company in 2004, and former founding partner Sharon Toth, LCSW, CLPF retired from the company in 2018.
Having previously worked in the public services sector, the founders repeatedly witnessed that elderly and mentally disabled people, despite having a home and financial resources, were being institutionalized because they lacked responsible people to care for them. Seeing a need to fill this gap, and provide comprehensive services to this growing and aging population, IMT Associates was born. Mental health expertise played a big role in the client base that we attracted and, over the years, IMT Associates has since become the premier fiduciary company that is known for providing care and attention to those that routinely withdraw from our society from neglect or family disharmony.
Today, IMT has grown into 10 employees whose years of experience contribute to the success of our client’s lives. In our portfolio of client assets, we manage over $45,000,000 in cash and securities and $13,000,000 in real properties. Our referrals come from the best Trust and Estate Planning attorneys and professionals in the Bay Area because they have confidence in our skills and abilities in effectively dealing with their valued clients and our ongoing commitment to them.
