
Trust Administration
The framework of your trust plan put into action by experienced trust professionals.
What is a Trust?
A trust document outlines your specific plans and wishes for your assets now or in the future. The administration of your trust provides for the safe and accountable management of your family legacy.

Reason for a Trust
Trusts are an advantageous tool for structuring your estate plan. They can avoid probate, control your asset distribution, support special needs beneficiaries, and provide an avenue for charitable giving among other uses.
Trustees
A trustee is in charge of administering your trust plan. A corporate trustee is a professional who has the time, resources and expertise to manage your trust blueprint without bias. Corporate trustees have the longevity to manage your multi-generational family legacy.
Naming InvesTrust
Administration of your estate plan is one of the most important responsibilities you can leave behind. We offer consultations so you can gain a clear understanding of our compliance controls, procedures, fees, and more, before you appoint successor trustees.
Types of Trusts
Revocable Trust
Commonly referred to as a living trust, it allows you to be the trustee and beneficiary while you are alive. You retain control of the assets, and they are still taxable to you.
Irrevocable Trust
An irrevocable trust is its own taxable entity and ownership rights of the assets are relinquished. A revocable trust becomes irrevocable upon the death of the grantor. It’s often used to direct or protect assets.
Charitable Trust
There are many types of charitable trusts to facilitate current charitable giving or future charitable giving. It can serve as a type of tax-sheltered trust.
(This is not an exhaustive list nor tax advice.)
Irrevocable Life Insurance Trust
Often used as an estate tax funding mechanism, the trust purchases a life insurance policy on you. Upon death, the policy’s benefits are payable to the trust.
Special Needs Trust
The purpose of a special needs trust is to ensure trust distributions do not impact a beneficiary’s access to government programs. The distributions are intended to be used for supplemental care.
Generation Skipping Trust
This type of trust is a vehicle to utilize your generation-skipping transfer tax exemption when gifting to a non-consecutive generation.
Professional Partnerships
The best approach is a team approach. When crafting your estate plan, we can work with your tax professional, drafting attorney, and any other financial or legal professionals to make your strategy comprehensive. We work with you now to secure your future later.

Flexible
Our approach is never one-size-fits-all. Every client and every situation is unique.
We support out-of-the-box, custom solutions when they’re right for clients.
Overdelivering is our specialty. When clients have a need, we go above and beyond at every opportunity.
Ready to learn more?
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