Trustee Services: An Impartial Third Party
Kimball, Tirey & St. John, LLP: When You Need a Competent, Impartial Trustee
One of the main decisions facing a client when establishing a trust is who will be the successor or independent trustee? A trustee must deal with highly sophisticated and complex matters of probate law, trust administration and investment management. Often, family members are not prepared to deal with these complexities, may not serve as trustee due to conflict of interest, or may live too far away to assist. A professional, private trustee provides peace of mind your trust will be properly managed on behalf of your family and trust beneficiaries.
Kimball, Tirey & St. John, LLP, serves a select group of clients as a private trustee for:
* Charitable Remainder Trusts and Charitable Lead Trusts;
* Life Insurance Trusts ("ILIT"s);
* Highly-compensated individuals' Rabbi Trusts; and,
* Ordinary trust estates involving highly conflicted heirs and family members.
Our private trustee services are not captive to any financial advisor or institution. However, whenever appropriate, we will work with our clients' existing tax and investment advisors to provide coordinated, consistent, wealth management.
