Because we care about the individual needs for each one of our clients, we understand that sometimes you need more than just a trusted advisor. The team at Cohen & Burnett P.C. is here to act on your behalf due to any special needs or circumstances that may arise.
Cohen & Burnett P.C. serves as the fiduciary and provides trustee and/or executor services to clients who request it.
The duty of a fiduciary includes the:
- Duty to carry out the terms of the trust or will.
- Duty to be loyal to the trust.
- Duty to give personal attention to trust matters
- Duty to account to the beneficiary or beneficiaries.
- Duty to be generally prudent.