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Living Trust

 
  • Living Trust—trust created during the life of the grantor.  We work with the grantor to provide any trust services beneficial both during their life and after
  • Special Needs Trusts—often used to protect and provide for individuals with special needs
  • Charitable Trusts—provide benefits for charities who grantors wish to favor with donations and long term support
  • Life Insurance Trusts—irrevocable trusts for estate planning and family protection
  • Estate Settlement and administration—complete professional administration of the entire probate process required to settle estates
  • Guardianship and Conservator administration—service for those persons for whom the court has appointed a personal representative
  • Investment Management—professional investment services and management of investment portfolios
  • Farm and Property management—complete professional management of farm, commercial, rental, timber, and mineral properties

We can serve as trustee for:

  • Living Trusts
  • Testamentary Trusts (created by a will)
  • Special Needs Trusts
  • Life Insurance Trusts
  • Charitable Trusts

We offer professional administration and settlement of decedent estates.

We can serve as court-appointed Guardian or Conservator of estates.

 

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