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Trusts
A significant step toward effective estate planning
and wealth management for your family and for future generations
is to establish a trust. With years of specialized experience in
estate planning, estate settlements and trust administration, Counsel
Trust is uniquely suited to design and accomplish your trust goals.
You, as the owner of the trust, can name anyone
as trustee, including yourself. The trustee is in charge of and
responsible for trust assets. You can also name a professional trustee
such as Counsel Trust Company to serve as sole, co-trustee, or successor
trustee.
As a professional trustee, we offer a complete
package of fiduciary services combined with expert investment management
and consulting through our affiliate firm, ECA Investment Group,
Inc.
We understand the role of trustee and have extensive
investment, tax, and legal expertise. Counsel Trust will faithfully
follow your expressed estate planning desires, even as family circumstances
change from year to year. Our chief goal is to work with you and
your attorney to provide expert advice and guidance concerning the
preservation and distribution of your assets. Counsel also is continually
sensitive to the needs and aspirations of your beneficiaries.
There are different trusts that fulfill varied
and specific needs, but each type has the express purpose of asset
control, management and distribution during your life and for continued
generations. The most common type of trust is a revocable living
trust where assets are deposited for investment management, asset
protection, and income - dividends and interest that can be either
compounded or distributed to the owner or designated beneficiaries.
Several advantages of a revocable living trust
are the following:
- Ability to foster high quality investment growth and security
by investing in professionally managed private investment pools.
- Asset protection and avoidance of probate costs in your estate.
- Owner of the trust controls every aspect of the account (no
loss of authority or control over assets in the trust).
- Assets can be added or withdrawn at any time.
- Takes advantage of sophisticated asset allocation models
to maximize risk-adjusted performance.
Whatever your wealth-building needs, our strength
and experience will anchor your investment journey.
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