How We Help

“If you do not think about the future, you cannot have one.”

– John Galsworthy

The list of services provided by professional fiduciary firms, large and small, varies little from firm to firm. But that list is often less telling than the experience – measured both in breadth and depth – of the professionals you call on to fulfill trust-related responsibilities. Do they know the terrain that lies ahead for you? Do they anticipate, rather than respond? And do they communicate with you clearly and comfortably?

With diligence, professionalism and integrity, we oversee and manage the full range of responsibilities involved in administering a trust. They include:

Managing trust principal and income
Identifying and/or supervising financial advisors
Coordinating the timely filing of tax forms and taxes: personal income taxes, estate taxes, gift taxes, real estate taxes and trust/fiduciary taxes
Paying other property-related expenses such as insurance, mortgage disbursements, maintenance and repair fees and capital improvements
Supervising property, property managers and lease or rental negotiations

Collecting rents, royalties and tenant reimbursements
Working as needed with tenants and others who can impact the value or cash flow of a real property asset
Supervising the sale, acquisition and exchange of real estate, including IRS Section 1031 tax-deferred transactions
Paying trust-related bills for trust income beneficiaries
Overseeing trust litigation, as appropriate
Overseeing ongoing business interests, as appropriate
Keeping current, and taking appropriate action on, such things as corporate reorganizations, proxies, account maturities and changes in capital affecting a trust

When you engage a professional to help manage your trust, you're selecting someone with whom you and your trust beneficiaries will work closely, and often for some time. So it's worth remembering that being able to represent your interests completely and durably means more to us than just a checklist of services. It's a personal commitment.