Financial Services for Conservatorships and Trusts
Sterck Kulik O'Neill provides financial services to trustees and
others appointed by the court to manage and conserve the assets of
others.
 Our assistance includes:
- Routine bookkeeping that records income and expenses
- Annual reports including tax filings required by the Federal and
state governments
- Balance sheets
- Court Accountings
- Court-ordered special reports
- Face-to-face meetings to review financial issues
The professionals at Sterck Kulik O'Neill have experience with trusts
and conservatorships. We are sensitive to needs of the Trustees, the
beneficiaries, and family and friends.
You choose the exact services needed for your specific situation.
We provide ad hoc project support as well as ongoing help over
a number of years.
Please contact Sterck Kulik O'Neill to
discuss your needs. |
