Customized estate and personal trust management services. 35 years of personal trust and estate administration experience. Certified Trust and Fiduciary Advisor (CTFA).
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Paul Lioon
Paul V. Lioon, CTFA serves as an independent fiduciary individually or as a Co-Trustee/Personal Representative-Executor/Attorney-in-Fact with a family member or with a corporate fiduciary.
He actively administers client relationships including trusts, probate estates, investments and power of attorney accounts. He will act as a Surrogate in Health Care documents where needed.
His clients include individuals, families and family offices located primarily in Southwest Florida.