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  • Comprehensive estate & trust administration. We are knowledgeable on all aspects of administration, including: income and transfer tax taxation; investment preservation; retirement plan distribution options; valuation choices; cash flow planning; business entity succession; etc.

  • Personalized services tailored to the needs of grantors, beneficiaries, trustees and executors.

  • Complete independence. We have no conflict of interest in meeting the objectives of the Trust.

  • Greater flexibility with investments. We use the investment advisor of your choice.

  • Administration of assets in trusts other than marketable securities including life insurance, real estate and closely held stock.

  • Administration of Charitable Trusts, Annuity Programs, and Family Limited Partnerships.

  • We contract out certain parts of each engagement to lawyers, as needed.

  • Assistance to attorneys in the estate and trust administration process.

Please contact us for a free consultation.

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