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