Our Focus is You!
We partner with you to reach your long-term financial goals. We specialize in trusts and estates whether as trustee and trust administration, executor, or estate administrator. We ensure that your intentions are honored as described in your trust or estate documents. Our extensive experience facilitating the sale of complex assets also allows us to serve as receiver.
In all we do,
Our Focus Is You.
We provide trust administration and trust services. We're your partner in accomplishing your goals!
Members of our team have been helping individuals and families accomplish their goals since 1981. This includes working with them and their professional advisors to develop plans and programs that meet their current and projected needs. We serve as trustee to family and charitable trusts. We also provide consulting services on the organization and management of multi-generational family trusts.
As a fiduciary, we hold ourselves to the highest ethical and legal standards.
Trusts are written agreements that spell out the rules for how you want your property and assets held for the benefit of you and other beneficiaries. These beneficiaries may be your family members, friends or favorite charities. Too often people who self-manage their trusts find the administrative work cumbersome. We have more than a decade of experience managing trusts.
Once a trust is established, someone must be responsible for following the rules spelled out in the trust agreement. That person is the trustee. Many people who have established a trust are not willing to administer them because of age, capacity or other interests. With our in-depth experience, Central Coast Trust can serve as trustee and make sure the trust is performing as you designed it.
Central Coast Trust has significant experience managing complex assets, including unimproved land, commercial properties, residential properties and collectibles. We have facilitated numerous transactions during the past three decades worth many millions of dollars.
People establish private foundations to help them make a difference in the world. Families frequently find that the foundation instills the value of charitable giving in their children and grandchildren. These families create powerful legacies! Because foundations are nonprofits, they have regulations that must be followed. Our in-depth experience will enable you spend less on administration so there is more for giving grants.
Not all family members are able or willing to serve as executor of their parents' or siblings' estates. Work and family pressures have priority. Furthermore, old sibling rivalries can cause conflict and alienation during the estate settlement process. Although well-intentioned, estate settlement can be more expensive and time consuming than necessary when you appoint a relative as executor of your estate. If you have named a relative or friend as executor, we can be appointed the administrator of the estate, which means we serve as the staff for the executor. This is often important when there is real estate and other complex assets involved and the executor does not live nearby.
California Professional Fiduciary License #785
Throughout his career, Barry has helped individuals and families accomplish their financial goals, including facilitating the sale of complex assets and collectibles.
Barry currently serves on the Supervisory Committee of SESLOC Federal Credit Union, and on the audit committees of the YMCA of San Luis Obispo County and Rotary District 5240. He is a member of the Rotary Club of San Luis Obispo.
From 2007-2013, Barry managed several million dollars of assets for a local nonprofit organization and served as a business columnist for the San Luis Obispo Tribune. He has a PhD from UCLA and has completed an executive program at the Stanford Graduate School of Business. He is an adjunct professor at the Orfalea College of Business at Cal Poly San Luis Obispo.
He is honored to be named Rotarian of the Year, 2018-19, for Rotary District 5240.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment