PRIVATE FIDUCIARY CONSERVATORSHIP/GUARDIANSHIP SERVICES ON MAUI
Peter Gelsey offers private fiduciary conservatorship/guardianship services on Maui. He is licensed by the Hawaii state DCCA agency and adheres to a host of state laws relating to consumer protection and ethics in his dealings with the public. He has reviewed and subscribes to national ethical standards relating to conservatorship and financial guardianship which have been vetted and approved by the ABA/American Bar Association.
Mr. Gelsey has been an active realtor on Maui since 2003 and runs a real estate brokerage. He is an economics graduate of Columbia University, New York NY, and has 26 years of international banking and property brokerage management experience. His work experience includes working as Assistant Vice President for a major international bank, licensing with a Series 7 securities brokerage license, licensing as a mortgage broker with the US national mortgage regulatory agency, and Hawaii state licensing as broker/manager of a Hawaii real estate brokerage corporation. He maintains compliance with Hawaii state licensing laws and regulations and with the NAR Code of Ethics, a national compliance framework designed to ensure a high degree of ethics and professionalism in service to clients. He is fluent in and offers his financial, administrative and guardianship services in English, Portuguese, German, Spanish, and French.
Mr. Gelsey can assist families manage and settle estates and trusts in conjunction with your attorney. His rates are significantly below those charged by the big Honolulu law firms for financial administration of protected persons’ affairs and assets. As a realtor he specializes in administration and liquidation of Hawaii real estate assets and other significant financial assets of the ward or person benefiting from a protective order. Mr. Gelsey also offers Kokua Kanawai services to assist courts and the families of protected persons in analyzing and proposing effective administrative solutions relative to assets of protected persons. His background blending banking, financial, and real estate services gives him an advantage in preserving or liquidating all types of assets.
Revocable living trust administration develops with an event that triggers a provision in your revocable living trust plan, such as incapacity or death. The plan provides for the individuals you designated in your plan documents to step into action and execute according to your instructions. Mr. Gelsey is potentially available to assist in trust administration as a financial conservator and fiduciary under the supervision of your attorney. This could include developing inventories of your assets and real estate, getting tax returns prepared, or signing other important documents on your behalf, in accordance with your wishes spelled out in your trust agreement.
Conservatorships for an Adult or Minor:
Conservatorships are established through a court process as the result of an individual’s inability to effectively manage his or her financial matters. The Court-appointed conservator has a fiduciary responsibility for the financial management of the protected person’s assets. For a minor, a conservatorship is created to handle an inheritance or settlement. While it makes sense for parents or family members to serve as guardians of the minor, it may not make sense for them to manage the assets, which can be considerable. Mr. Gelsey can work together with the family or guardian to establish the financial needs of the minor.
Why use a private fiduciary?
There are situations that may be too complex or too difficult because of family dynamics or the probate court deems it necessary. Often, it makes sense to employ an objective third-party professional.
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Peter Gelsey
Wailea Makena Real Estate, Inc.
Maui, HI
direct (808) 344-8000
email peter@petergelsey.com
RB-19156 RB-19157
