We can manage an array of Trusts that will meet your specific needs. A list of some of the trusts that we administer are as follows:
- Revocable Living Trust (Inter Vivos Trust)
- Testamentary Trust
- Family Trust
- Qualified Domestic Trust (QDOT)
- Qualified Terminable Interest Trust (QTIP)
- Generation Skipping Trust
- Charitable Trust
- Charitable Lead Trust
- Charitable Remainder Trust
- Unitrust
- Charitable Remainder Annuity Trust
- Perpetual Charitable Foundation
- Irrevocable Trust
- Irrevocable Life Insurance Trust (ILIT)
- Special Needs Trust
- Oil and Gas Property Trust
Products such as stocks, Mutual Funds, annuities, and other investments:
- are not FDIC insured.
- are not deposits or other obligations or guarantees of any bank or financial institution.
- subject to investment risks, including the possible loss of principal amount invested.
