Trust Administration
Our philosophy is
to encourage and empower private trusts using family members as the
Trustee. Private trusts are truly the waves of the future, although
that wave has already arrived. Family member/trustees receive guidance
and
assistance from us in the following three areas:
A: Accounting and tax reporting
B. Investment management.
Actually, trustees are encouraged to affiliate with one or more professional
investment managers.
C. Beneficiary Distributions. The
trustee is the "gatekeeper" of the funds;
as such he/she must control the flow out to the individual beneficiaries.
Our documents help provide "hard guidance" on this issue.
Wills
and Trusts for Families | Guardianships | Medicaid
Planning | Asset
Protection | Trust
Administration | Probate
Administration | Estate
Planning | Practice
Areas
