Business Trust Services

Business Trust Services

When you work hard for your entire life to build a business and build wealth, you want to know that it will all be properly preserved and passed on. We are here to help, with the solutions and expertise you need to protect your estate – and your legacy.

Our team has nearly a century of experience serving as impartial trustees and executors. We take the time to understand what counts to you and help put a unique plan in place to help address any concerns you may have about tomorrow, ­from preventing conflicts over your business and estate to caring for your loved ones financially.

And trusts are about more than what happens after you’re gone. Charitable trusts, for example, can result in tax advantages during your lifetime while preserving your legacy. Strategies to defer income to your family can also provide a more tax-advantageous means of transferring wealth. Whatever makes the most sense for you in terms of trusts, our professionals will help you identify it, implement it and, when the time comes, execute it in a way that is as simple as possible for you and your family.     

 

You’ve led a life of success – now you want to leave a legacy of significance. By understanding what is important to you, we can help you work toward this goal. We can help plan and manage the transfer of wealth using trusts that can benefit your family or charitable interests. We bring professional investment management and knowledge of trust taxation and administration. Charitable trusts can result in tax advantages during your lifetime and preserve your legacy for years to come.

Sometimes it’s not just who you transfer your wealth to, but how they benefit that is important. We can serve as executor to help ensure your assets are distributed according to your wishes

With extensive trustee experience, we help families manage complex trust and estate planning needs. We serve as trustee to help support your spouse and ensure assets are distributed according to your wishes. We have experience in balancing the interests of all parties involved in such a trust.

You work hard for your money and you want your money to work hard for you. We can help craft a non-qualified deferred compensation trust, or rabbi trust, and act at trustee. The trust is used to fund an employer funded deferred compensation plan.

You've managed your family's finances for years, but you don't have to handle every responsibility alone. We work with your attorney to create and implement a plan that protects your assets and honors your wishes.

Life can be complicated, but your finances don’t have to be. Ease the burden on your loved ones by naming an experienced executor and trustee. We have a long history of working with families to protect, preserve and transfer wealth, often in tax advantaged ways.

Raising a child with special needs can be difficult but planning for their future financial well-being doesn’t have to be. Special needs trusts supplement the income of a beneficiary with disabilities, without jeopardizing benefits available through government programs. Our knowledgeable team has vast experience administering such trusts.


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