Mission
Statement
We
are committed to assisting all of our clients,
including mentally and physically disabled
persons, the incapacitated and elderly in
functioning at the highest quality of life
possible, with dignity, integrity and respect.
Our
Story
IMT
Associates was founded in 1985 and is now
solely owned by Sharon Toth, LCSW. Her former
partner, Fred Isaacs II, Ph.D., MFT retired
from the company in 2004. Working in the
public services sector, they saw over and
over again that elderly people, despite
having a home and financial resources, were
being institutionalized because they lacked
people to care for them. They saw a need
to fill this gap and provide comprehensive
services to this growing and aging population.
Mental health expertise also played a big
role in the client base that they attracted,
and IMT has since become the premier fiduciary
company 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. We manage over
$45,000,000 in financial assets and $13,000,000
in real properties on behalf of our clients.
Our referrals come from the best trust and
estate planning attorneys and professionals
in the Bay Area because they trust our skills
and abilities in effectively dealing with
their valued clients.
Our Philosophy
Each
Client is Unique. Each of our clients
is special and we recognize that every situation
is unique. We create an individualized plan
for services with each new client to create
a relationship based on meeting their needs
and goals.
Long
Term Commitment. We are dedicated
to providing lifelong care and assistance
to our clients. Providing consistency, stability
and balance to those with chronic deficits
or disorders is essential in maintaining
someone in the community.
Coordinated
Services Between Professionals.
IMT believes it is absolutely necessary
to coordinate services among doctors, nurses,
attorneys, tax preparers, financial planners
and government agencies in order to enhance
the client’s quality of life. We position
ourselves as the primary advisor in order
to keep the client’s medical and financial
affairs on track. We also work closely with
family members to ensure ongoing communication
and crisis prevention.
Early
Intervention Prevents Problems.
Family and caregivers face a number of complex
medical, legal and financial decisions in
attempting to help their loved ones. Many
times those important decisions are made
in desperation during moments of crisis
without completely understanding the potential
consequences. IMT Associates has extensive
experience in dealing with difficult problems
and situations. We assess the need for services
and then directly provide them or arrange
for them. In our experience, thoughtful
planning is necessary to avoid any unnecessary
surprises.
Our Clients
We
are fortunate to serve clients from all
walks of life. The young and elderly, healthy
and disabled, functional and dysfunctional.
Most of our clients are people with little
or no family, have severe mental illness
or substance abuse issues. We take pride
in being there for them as a reliable resource,
to answer questions and find solutions,
and provide treatment plans and access to
quality medical services.
What Does IMT Stand For?
Frequently we are asked what IMT stands for. Simply stated, IMT represents the initials of our founding partners back in 1985.
