Trust Administration:The effectiveness of a trust relates directly to the trustee's administrative expertise and investment performance. Our experience in managing trust is both long and varied. Our duties include, but not limited to:

  • Investing trust assets
  • Distributing income and/or principal
  • Making tax decisions for the trust and filing appropriate tax returns
  • Keeping records of all transactions
  • Preparing statements of accounts
  • Assisting beneficiaries with advice on day-to-day financial matters
  • Providing an explanation of the trust's operations
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Youngstown Office | 42 McClurg Road, Youngstown, OH 44512 | 330.743.7000 | 877.228.1643
Howland Office | 1625 Niles-Cortland Road NE, Warren, OH 44484 | 330.609.5057 | 800.540.7957
Canton Office | 4518 Fulton Dr NW Suite 100, Canton, Ohio 44718 | 330.526.7305
Wooster Office | 305 West Liberty Street, Wooster, OH 44691 | 330.439.4495