Private Trust
Generations of trusted advice
Private Trust works closely with individuals, families, foundations, and their other advisors to achieve their goals by guiding them in the planning and management, as well as the preservation and transfer of wealth across generations.
Our estate and trust specialists are highly experienced professionals. Their skills and depth of expertise in planning, accounting, investment, real estate, and taxation issues are focused on developing solutions that reflect your unique situation; today and in the future.
Understanding your goals always comes first
Helping families develop their estate plans is one of our most important roles. With the correct estate plan in place you can be confident that your plan reflects your wishes. We'll work to protect the financial interests of future generations while your estate is administered and distributed in a timely and tax-effective manner.
Private Trust
There are a variety of trusts that we can administer, including:
- Revocable trusts
- Testamentary trusts
- Credit shelter trusts
- Charitable remainder trusts
- Qualified Terminable Interest trusts (QTIPs)
- Special needs trusts
Trustee services
Our knowledge in setting up and administering trusts can help preserve the trust's assets for the future. As a Trustee or Co-Trustee, we can provide planning, creative solutions, ongoing administration and/or investment management services for:
- Foundations and charitable trusts
- Testamentary trusts
- Living (Inter-Vivos) trusts
- Trusts for disabled beneficiaries
Estate Settlement services
We provide knowledgeable advice that can help save valuable time and money when it comes to decisions that need to be made for complex estates. Settling an estate requires considerable time and an extensive knowledge of many different areas. In our role as Executor, Co-Executor or Agent for Executor, we provide a complete range of services, including:
- Administration
- Probate filings
- Tax preparation
- Asset management
Other Trust services
- Charitable gift annuity administration
- Funeral home trust administration
- Real estate administration
Additional services available
- Investment management
- Tax services
- Business advisory services
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