Do you know the status of the trust you set up years ago?
When was the last time you reviewed your trust structure?
Is your trust still viable given evolving tax rules?
Are you even using your trust?
Trust instruments are evolving rapidly and they are easy to invalidate through simple operational errors.
We review your trust structure and evaluate your operational practices over the last 3 years. We then report back on problems and opportunities in your utilization, administration and trust structure.
If you are interested in a Trust Operations Review, Contact Us to discuss it further.