Harrison TSI Professional Services

When determining whether I, as a trustee could be a good fit for your needs, it is important for me to give you an idea of what kinds of services and kinds of law I have the most experience in. Below you will get a better understanding of whether I would be a good fit for you and your family.

Estate Planning

Estate planning includes all the steps involved in ensuring that a client’s assets will be transferred to their heirs easily and efficiently as possible after their passing. There is a great deal of flexibility in distributing property, which is especially useful if there are difficult issues that affect your heirs and your wishes for their futures. In some cases, trusts help limit the taxes for individuals with over $5 million in assets. In most cases, if someone has personal property over $150,000 or real estate valued over $20,000, then they would be well advised to create a trust. A will may be a better choice for someone without people that they trust to ensure that a trust’s terms are carried out, in which case a court supervises the probate process. As a trustee, i combine my technical knowledge with an attention to personal relationships. I am trustworthy, patient, and honest with all my clients, including those in difficult circumstances. I also bring extensive business experience to my work as a trustee, something many of my clients find useful during the course of our professional relationship.

Probate

This is a circumstance in which a will has to be shown to reflect the true desires of the deceased person in regards to their assets and who inherits. I help with the process by going to court to act on family members’ or other heirs’ behalf and to ensure the transfer assets in circumstances where there is inadequate documentation to show what the deceased person really wanted. The paying of debts and taxes also happens during this period

Real Estate

I have experience in selling commercial properties and private homes for various clients. Normally this involves settling title issues and preparing the many documents involved in appraisals, inspections, leases, and purchase agreements. This may be useful to those who are looking to create a trust that includes real estate that may be sold and the profits distributed to various heirs.

Business law

I am able to set up entities (corporations, LLC, partnerships) and commercial real estate transactions for corporations. I have an MBA from the Haas School of Business at UC Berkeley and have a wide range of theoretical knowledge and real life experience that has been honed during my 35 years of working as a financial analyst, risk manager, and business manager. I actively managed and helped businesses improve profitability by establishing budgets, making strategic decisions, managing the hiring and firing of employees, initiating capital improvements, and building up adequate operating reserves.