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Personal Trust Services
Managing your trust assets with knowledgeable and trustworthy oversight includes but is not limited to:
Administrative and recordkeeping responsibilities
- Administer trust according to the specific terms of the trust agreement
- Exercise the trustee's discretion when appropriate
- Provide continuity of administration during times of grantor's incapacity or disability
- Maintain detailed records of all account transactions
- Issue annual or quarterly principal and income statements and asset summaries
Tax-related responsibilities
- Keep record of taxable and tax-exempt income
- Collaborate with your CPA to file trust tax returns annually and furnish tax information to beneficiaries
Hold, manage, and safeguard your assets
- Work closely with your personal investment advisor.
- Carefully monitoring the performance of the investments.
- Assets may also include farms, commercial property, real estate, and other unusual or non-liquid assets.
Estate Administration Services
Providing expert solutions for estate settlement and wealth transfer includes but is not limited to:
- Implementing your plan
- Asset safeguarding, collection, valuation, distribution and management
- Communication with family, charitable and non-charitable beneficiaries
- Collaboration with your advisors to develop tax and legal strategies to realize tax savings, with tax preparation and review
- Holding and disposing of unique assets
- Perform forensic accounted if required
- Guidance of beneficiaries throughout the settlement process
- Preparation of final estate accounting (if probate, file final accounting with the court)
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Conservatorship Services
Ensuring that the client’s finances are properly managed and utilized for the benefit of the client under court appointment by:
- Creating an inventory of the conservatee’s assets to submit to the court
- Filing periodic accountings of the conservatee’s assets with the court
- Ensuring the conservatee’s valuable assets are properly insured
- Paying the conservatee’s bills
- Paying the conservatee’s taxes
- Collecting the conservatee’s income
- Preserving and managing the conservatee’s assets (e.g., by placing them in interest-bearing bank accounts)
- Keeping thorough records of every financial transaction they make on behalf of the conservatee