Protecting Your Vision
The role of trustee is one of long-term importance. If charged with creating a trust, we and the client collaborate with a team of trust professionals to determine which vehicle will prove most effective in fulfilling the instrument’s objectives. In the case of existing trusts, we consult with the creators (whenever possible) to clarify their original intentions and, if necessary, assist them in developing an effective course of implementation.
In all cases we maintain frequent communication with our trust and estate counsel, employing a system of checks and balances that provides maximum protection of the client’s assets, while still allowing for adaptation.
Since trusts are devised to stand the vagaries of time, we manage each one with an eye toward control, flexibility, and tax efficiency.
|