• 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.

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Please contact us for a free consultation.

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