I engaged David True to takeover the highly complex and multifaceted financial circumstances of a close relative who was in an end-of-life situation and in a skilled nursing facility, with uncertain long-term healthcare arrangements, and an ongoing business. The circumstances included such issues as delinquent tax filings, delinquent payments, and ongoing and incomplete construction and remodeling activities on residential and income property.
Under the authority of a Power of Attorney for financial matters and then as the designated trustee of my relative’s trust, David effectively and efficiently made arrangements for ongoing long-term health care, resolved outstanding tax filings, resolved delinquent payments, resolved issues with on-site renters, arranged for property and residence clean-up, arranged an estate sale, and prepared the property for sale. In all aspects, David performed these tasks with great attention to detail and with minimal direction,
In my relative’s case, David’s fiduciary performance greatly exceeded my expectations and, based on my experience, I would highly recommend him to others.”
