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Modern Fiduciary

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Podcast: Modern Fiduciary

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Fiduciary Services

Trustee or Successor Trustee

Executor or Administrator

Agent under Power of Attorney

Specialized Tax Services

Gift Tax Return – Form 709

Estate Tax Return – Form 706

Consulting Services

Probate

Trust Administration

Estate and Trust Accounting Services

Specialized Accounting Services

Phone: 858.526.3740

Fax: 858.526.3744

12520 High Bluff Drive, Suite 265, San Diego, CA 92130