At IMT Associates, we offer a full range of Fiduciary services and Case Management services through a professional group of dedicated staff members. We regularly consult with each other to share our best practices and ideas. This unique combination sets us apart from other service providers including bank trust departments, trust companies and other sole practitioner fiduciaries.

FIDUCIARY SERVICES

Trust Administration

IMT will act as trustee or successor trustee for personal trusts including living, testamentary and special needs trusts. We will manage and invest the trust assets according to the terms of the trust and the California Probate Code, while taking into consideration the needs of the trust beneficiaries. Other functions we perform are fiduciary accountings, tax preparation and filing, discretionary distribution requests and record keeping.

Probate & Estate Administration

We are often named in a person’s will or appointed by the court to act as Executor or Administrator of a decedent’s estate. This is a court supervised process and can be very intimidating to the non-professional. We take charge and marshal the assets, do an inventory and appraisal, prepare personal and estate tax returns, pay creditor claims, maintain or sell properties, prepare a court accounting and distribute the assets to the beneficiaries upon court approval. IMT has extensive experience in probates and can work with your attorney during this difficult time so your loved ones won’t have to.

Conservatorships

The court will appoint a Conservator of the Person and/or Estate when an individual no longer has the capacity to take care of their own health or welfare. Sometimes family members take on this responsibility without fully understanding the legal issues and personal sacrifices. IMT is experienced in both probate and mental health (LPS) Conservatorship cases. We respect the individual in this process and are actively involved in meeting their everyday needs to maintain as much independence as possible.

CASE MANAGEMENT

Case Management services are coordinated through family members and medical professionals to ensure continuity of care.

Evaluation and Placement Services

We perform evaluations of clients and their home environment to determine their specific needs. When necessary, we find home caregivers or alternative living arrangements through service providers that have a proven track record for high quality and reliable care.

Financial Management

IMT provides daily assistance with managing assets, receiving income, paying bills and account reconciliation. We evaluate and obtain all types of insurance including home, auto, medical and life. Depending on the situation, we will consult with financial advisors on investments, IRA’s or retirement benefits and existing annuities.

Social Security and Public Benefits

Often times our clients are eligible for public benefits which can help supplement their living expenses. We will complete and submit claim applications for Social Security, SSI, SSDI, Medicare and MediCal and if necessary, appeal the denial of benefits. We will act as Representative Payee to ensure that these benefits are utilized appropriately and accurate record keeping is maintained.

Medical Oversight

We will arrange for medical appointments, and sometimes attend them, to ensure our clients receive appropriate medical care for their conditions. We consult with all medical professionals including doctors, dentists and pharmacies to coordinate services. We are often appointed as Power Attorney under Advanced Health Care Directives for our clients who need someone to act on their behalf when they can no longer make their own healthcare decisions.

Other Services

In addition to the above, we also provide services including:

• Guardian of the Person and Estate
• Representative Payee (for Social Security benefits)
• Power of Attorney for Finances or Healthcare
• Guardian ad Litem