serving all aspects of trust management

Our trust management services team includes experienced trust officers who have decades of experience. We serve all aspects of trust management, accounting for beneficiary needs and providing the most advantageous tax position.

Our services include:

• Trust structuring and reporting
• Managing trust cash flow
• Providing estimate of tax payments
• Assisting with tax elections as needed
• Representing the trust if issues are flagged by the Internal Revenue Service (IRS)
• Reviewing private equity investments that contribute to the trust