INDEPENDENT PROFESSIONAL FIDUCIARY SERVICES

Serving as Trustee, Executor and in other Fiduciary Capacities in a Personalized Manner.
  
EXPERIENCED, TRUSTWORTHY, AND CONFIDENTIAL

INDEPENDENT PROFESSIONAL
FIDUCIARY SERVICES

Serving as Trustee, Executor and in other Fiduciary Capacities in a Personalized Manner.

Experienced, trustworthy, and confidential

OUR FIDUCIARY SERVICES

Trustee Services

We can serve as trustee, co-trustee or trust protector for a testamentary (established through a will) or inter vivos trust, including personal trust, irrevocable life insurance trust (ILIT), special needs trust, special asset trust or assets protection trust.

Executor & Probate Services

We can serve as executor, under a will or through appointment, to handle the probate/estate administration process in a professional and efficient manner.

Personal Services

We can serve as conservator or guardian for a minor, an older adult or a person with special needs.

Corporate Services

We can serve as independent board member on the board of a private or public company, for example, during a period where a closely held business is being sold or otherwise in transition, or where regulations require it.

MEET: ALEX DINUR

With a background as a corporate and securities lawyer for over a decade, SB River’s principal, Alex Dinur, serves as independent fiduciary for families and estates, bringing business and legal expertise as well as sensitivity and attentiveness. A true fiduciary, Alex Dinur charges an hourly fee for most trusts/estates up to a certain size, and then an asset based fee. Alex Dinur has a reputation of complete integrity, accountability and transparency.

CALL TO SPEAK WITH ALEX

FAQS

*These answers are meant to be succinct. For more details please give us a Call.

  • For What Reasons Might Someone Need a Fiduciary?

    To serve as trustee, co-trustee or trust protector for a testamentary (established through a will) or inter vivos trust, including personal trust, irrevocable life insurance trust (ILIT), special needs trust, special asset trust or assets protection trust.


    To serve as executor under a will, to handle, when appropriate, the probate/estate administration process in a professional and efficient manner.


    To serve as conservator or guardian for a minor, an older adult or a person with special needs.


    To serve as independent board member on the board of a private or public company.

  • For What Reasons Might You Want an Independent Professional Fiduciary?

    There are no candidates from family or close friends that have the financial, legal or organizational skills needed.


    You want a true fiduciary with no conflicts of interest, who will serve completely for the benefit of your family and assets, without getting caught in disputes or hard feelings.


    You don’t want to use a corporate trust company due to the added red tape, impersonal nature and potential for inattentiveness.

  • Why Choose SB River, Led by Alex Dinur?

    Trust.  Alex Dinur has a reputation of complete integrity, accountability and transparency;


    Confidentiality.  A lawyer in good standing in Georgia, New Jersey and Texas, Alex Dinur abides by the highest standards of confidentiality and privacy.


    Legal and Business Knowledge.  Alex Dinur’s background as a corporate and securities lawyer for over a decade translates to an expertise in finance, business and governance.


    Connectivity.  Alex Dinur’s experience in law and business provides a vast network of top professionals in many relevant fields, including estate planning, tax, accounting, financial planning, litigation, real estate and healthcare.


    Sensitivity.  Alex Dinur, married, father of four children, is a “people person,” trained by 15 years of collaborative work experience in various settings, with a reputation as a good listener and as someone that keeps an even keel under pressure and brings peace to relationships.

  • What Is SB River's Process?

    In all of our services, we take a big picture and strategic view, acting as true fiduciary for the best interest of your family and assets.  


    The following is our process in all of our engagements:


    1. Getting clear on your values, priorities and goals.


    2. Developing a full understanding of where things are – and insights as to where they may go.


    3. Detailing and collaborating with your current personal, professional, and fiduciary personnel.


    4. Translating applicable legal documents into simple English and addressing any necessary changes.

Share by: