As a fiduciary, we can serve as:

• Trustee

• Co-Trustee with a family member

• Executor

• Co-Executor with a family member

• Trustee for Asset Protection Trusts

We can provide:

• Co-ordination for custody of assets with your financial advisor’s firm

• Record-keeping for alternative trust assets such as real estate or partnership interests

• Regulatory and audit oversight for grantors and beneficiaries

• A team approach for accounting, annual tax, and legal matters

• Comprehensive tax coordination services for your trust in conjunction with your choice of accountant

We can assist with:

• Estate planning concepts and explanations

• Planned giving strategies and explanations

• Setting up a new trust with your financial advisor and attorney

• Developing strategies to move a trust

-Trust Administration

-Asset Protection Trusts

-Charitable Trusts

-Special Needs Trusts

-Estate Administration

-Institutional Services