Administering a comprehensive array of trusts
We are able to serve as trustee on a wide range of trusts. Every type of trust has its own unique features, and each is designed with different objectives. We would be happy to work with you and your other advisors to determine the most appropriate trust for you, given your current and future wealth management and wealth transfer goals.
Among the most common trusts we administer:
- Charitable remainder trusts
- Family trusts
- Generation-skipping trusts
- Grantor retained annuity trusts (GRATs)
- IRA rollover trusts
- Living trusts
- Marital trusts
- Revocable living trusts
- Special needs trusts
- Testamentary trusts
- Trusts for minors
We can also work with you to develop an effective charitable giving strategy as part of your overall trust plan.
To learn more about what happens if you fail to prepare an appropriate estate plan, and hear why having a carefully crafted trust is so important, click here.
