Personal & Corporate Trustee Services
When should you consider a Personal Trustee?
Of all the issues our clients face, none is more important than the matter of transferring wealth to future generations. The solution to this often involves the thoughtful use of trusts.
If you have a trust, or are considering establishing one, the choice of a trustee
is highly important. Trustees must have the skills to handle the technical matters
that arise, including taxation and asset management. They also need to be able
to serve the lifespan of the trust, which could span generations. Furthermore,
these actions must be done according to the specific document provisions and
laws governing your trust. Assuming the role of trustee or hiring a personal
trustee should not be done lightly.
If you are seeking professional fiduciary expertise, want to avoid personal
conflicts within your family or among beneficiaries and want to ensure
continuity of oversight for the life of your trust, consider appointing
David Grey as your Trustee. We can also
serve as Co-Trustee to ensure appropriate trust administration and management.
In situations where you are named the Initial Trustee, we are willing
to be named Successor Trustee to step in as the need arises. If a Corporate
Trustee is required, our sister company, Family Fidicuary Services (of
which David Grey is President) will be willing to serve.
We can also serve as a Personal
Representative for your estate. This includes systematic inventorying and
marshalling of assets as required by the Probate Court and transferring
them to your beneficiaries.