SAN DIEGO—The need for wealth-transfer services by disinterestedthird parties and the development of highly amenitizedassisted-living communities near the adult children of residents isgrowing, Douglas Wilson Cos.' president JohnMorrell tells GlobeSt.com.
The firm plans to work with legacy asset stakeholders and theirprofessionals to assist in developing an action plan that bestmaximizes the value, use and return of these portfolio assets whenthey are transferred to beneficiaries. The plan's goal will be toset forth the most feasible, value-maximizing course of action, orits alternatives, after the portfolio is assessed and legacystakeholders have input. In appropriate circumstances, DWCwill assist the stakeholders in implementing the selected plan.Also, in appropriate circumstances, DWC will utilize its expertiseto continue to assist stakeholders in ongoing portfolio managementor disposition.
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Carrie Rossenfeld
Carrie Rossenfeld is a reporter for the San Diego and Orange County markets on GlobeSt.com and a contributor to Real Estate Forum. She was a trade-magazine and newsletter editor in New York City before moving to Southern California to become a freelance writer and editor for magazines, books and websites. Rossenfeld has written extensively on topics including commercial real estate, running a medical practice, intellectual-property licensing and giftware. She has edited books about profiting from real estate and has ghostwritten a book about starting a home-based business.
