When your attorney prepares your Will, you may provide for a Testamentary Trust to be funded with designated assets upon the close of your probate estate. This type of Trust arrangement can offer protection of property for your beneficiaries, professional management of your assets, opportunities for significant estate tax savings and the flexibility to provide for your wishes.
As a professional Trustee, we are uniquely qualified to manage investments for the beneficiaries named in your Will. Our technical capabilities and expertise allow us to administer the Trust effectively and conveniently, as we can manage your investments prudently over a period of years and can handle unforeseen problems which may arise. You can also rely on us to be impartial in implementing the terms of the agreement and yet be attentive to the needs of your beneficiaries.
We meet all the qualifications needed to serve as your Trustee in a competent, fair and dependable manner.
Benefits of a Testamentary Trust:
· Experienced Trust managers will work to protect minor children or others who are unable to manage their finances
· Offers controlled distribution of wealth
· May be used for charitable giving
· Allows you to remain in control while living
· Possibility of tax savings
Call the CoreFirst Trust Department at 1-800-280-0123 to speak with one of our experienced Trust Officers.