You can nominate us as Trustee of your own traditional (“living”) trust, request our appointment to administer a special needs trust or income only (“Miller”) trust for you or your loved one, or nominate us to manage a testamentary trust.
Trustee arrangements can be made by the a person establishing the trust on his/her own behalf or for a disabled family member, in consultation with the individual’s attorney for current or future needs.
Professional management with automated, time-saving programs and processes help reduce fees and produce accurate, reliable results. A small caseload means you and your loved ones receive quality attention when it’s needed, where it’s needed.
Contact us to request an appointment to discuss your specific needs.