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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.
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Personalized services tailored to the needs of grantors, beneficiaries, trustees and executors.
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Complete independence. We have no conflict of interest in meeting the objectives of the Trust.
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Greater flexibility with investments. We use the investment advisor of your choice.
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Administration of assets in trusts other than marketable securities including life insurance, real estate and closely held stock.
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Administration of Charitable Trusts, Annuity Programs, and Family Limited Partnerships.
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We contract out certain parts of each engagement to lawyers, as needed.
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Assistance to attorneys in the estate and trust administration process.
Please contact us for a free consultation.