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Fiduciary Services

Bogutz & Gordon is one of a handful of law firms that can help with all aspects of managing the needs of the aging and disabled.  The firm itself and each of the attorneys are certified with the Supreme Court of Arizona as Licensed Fiduciaries.

“Fiduciary” is a general term used to describe an individual or company that has the legal authority and the responsibility to manage assets for the benefit of another person or see to the personal care and health of another person. They include Trustee, Personal Representative, Conservator, and Guardian, some of which are appointed in estate planning documents and some of which are approved by the Court.

Bogutz & Gordon is organized to serve as a full-service fiduciary. The firm has actively served as Trustee, Conservator, and in other fiduciary roles for three decades, gaining the experience necessary to provide efficient and effective service. In the course of our fiduciary management, Bogutz & Gordon is able to also provide legal services, such as personal estate planning, ALTCS and AHCCCS planning, tax-return preparation, estate and gift tax planning, and advice on charitable gifts and distributions.

With more than $100 million under current management, our firm is large enough to have the staff and infrastructure to deal promptly and personally with clients’ and beneficiaries’ needs, and to offer stability and security. At the same time, we are small enough to make decisions directly and not be bogged down by committees and corporate compliance requirements imposed by out-of-state offices.

Regardless of whether we are serving as a fiduciary, our on-call fiduciary paralegals are able to assist clients or their family members with personal visits, care assessment, consultations with care providers and medical professionals, and other similar issues that arise in both standard and emergency situations.

Long Term Care Planning Frequently Asked Questions

1.  How do I pay for Long Term Care?
2.  How do I qualify for ALTCS?
3.  What if my monthly income exceeds the monthly maximum?
4.  Doesn’t Medicare cover my long term expenses?
5.  What are countable resources?
6.  Can I give away my assets to qualify?
7.  What about continuing care retirement communities (CCRCs)?
8.  Can the State take my house or other assets at my death?
9.  Should I update my estate planning as well?
10.  What about special needs trusts?