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The David J. Yvars Group, Inc. Trust and Estate Services
Serving the Needs of Attorneys, Trustees and Executors
“We work closely with attorneys and fiduciaries on the various administrative and portfolio management aspects necessary while assets are being held in trust and estate accounts. We also handle more complex portfolio management situations such as Changing Corporate Trustees, Trust Litagation and Estate Litagation.�� |
Professional Guidance to Help You Serve Each Client’s Needs
At the David J. Yvars (DJY) Group, we have more than 20 years of experience handling estate administrations, probate matters, long term trusts and more complex situations such as removal of corporate trustees, contested wills and trust and estate litagations. We specialize in working with estate attorneys and fiduciaries on the various administrative and portfolio management aspects necessary while assets are being held in estate accounts, long term trusts, guardianships, charitable trusts and other fiduciary matters.
Through our collective professional experience, we’ve learned that each trust and estate is different; therefore, the portfolio management required varies depending upon the unique characteristics and complexities of each situation.
By working with trustees and executors, we can help ease the fiduciary responsibilities when it comes to gathering, managing and distributing assets in trusts and estates. Please take a moment to read about our services and learn how our expertise can benefit you.
It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.
This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
© 2007 Raymond James Financial Services, Inc. Member FINRA/SIPC
THE DAVID J. YVARS GROUP, INC. SERVING THE NEEDS OF TRUSTS AND ESTATES