The financial security of your family may depend not only on how you manage your wealth today, but also on how it is managed, enhanced and preserved in the future. As part of a comprehensive estate plan, a trust can help you preserve your wealth during your lifetime and, in the event of death or disability, assure the ongoing management of your assets. A trust can also help facilitate the transfer of assets to your heirs—across generations—or to a charity whose work you value and support. You have a number of choices when structuring a trust. First, what type of trust makes the most sense for your needs? We can serve as trustee for many types of personal trusts: Next, who will you choose as your trustee? While you may have good reasons for choosing a friend or family member, a corporate trustee may make better sense given the circumstances surrounding the trust. Corporate trustees are experienced professionals with special expertise in estate, trust and taxation matters and the resources to handle any number of unique situations. They also offer: Continuity: A corporate trustee will appoint a trust officer to handle each trust relationship who, depending on the terms of the trust, may handle the relationship for years, even decades Responsibility: A corporate trustee is often better equipped to oversee records and distributions. Furthermore, a corporate trustee is regulated by state and federal agencies, as well as courts Impartiality: In many situations, an objective and impartial third-party trustee may make sense to minimize conflict
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