Trust and Fiduciary Services

Our Trust and Fiduciary Services are an important part of your estate plan and are tailored to meet your personal needs and your wealth transfer goals.

We offer services as Trustee for Personal, Special Needs and Settlement Trusts. We may also serve as a Court Appointed Conservator for an incapacitated person.

Personal Trust

During lifetime, an individual may create a revocable trust naming themselves as trustee and providing the trust property will be used for their benefit during their lifetimes; and upon their death, the remaining property will be distributed to family members, friends or charities. Such a trust is often known as a “living trust”.

You may choose to create an irrevocable trust during life, to provide benefits to a spouse or to accumulate funds for the education and support of minor children or grandchildren. Often it is preferable or necessary to name someone other than yourself as the trustee.

Estate Services

We provide the professional expertise needed to handle the responsibilities and complexities of a decedent’s estate administration. At death, we are entrusted to safeguard and preserve the assets of the estate and dispense them as quickly as is prudently possible in accordance with the decedent’s estate plan.

Financial and estate planning is critical to management of your wealth for the long term. We work with your estate planning attorney, CPA and other professionals to implement your plans for asset and wealth management.

As a fiduciary for your plan, we encourage attorneys and our shared clients to involve us when drafting trusts, wills and similar documents as part of the relationship. We will review your draft or your existing trust and estate planning documents and make recommendations or refer you to an estate planning attorney if updates are needed.

Account Administration

Administration of your account includes: voting proxies; collection of dividends and other income; processing disbursements, beneficiary distributions, gifting and receipts; keeping comprehensive records and transactions of assets; administering trust functions according to the terms of the governing document; tax reporting; settling trades and bond calls and maturities; and reviewing and executing tax returns prepared by your CPA.