Trust and Administrative Services
more than 30 years of
EXPERIENCE WITH TRUSTS, NONPROFITS, AND CHARITABLE LLCs
We have the know-how you need to manage your complex assets.
The advantages of experience
Managing complex assets dedicated to charity requires a special understanding of charitable tax law and the benefits that are available to families who dedicate these assets to charity.
Find your passion
We are passionate about helping you fulfill your charitable objectives through a customized solution that takes advantage of our unique combination of specialized services.
CHARITABLE REMAINDER TRUSTS
Designate assets for charity and receive distributions for the term of the trust
CHARITABLE LEAD TRUSTS
Designate assets for family and give distributions to charity for the term of the trust