Trust & Fiduciary Services
What is a Trust
Who
Trusts are established by someone who wants to establish control of their assets during their life and after they are deceased.
Why
Trusts are used to protect your independence in the event of your incapacity and for estate and tax planning. But almost always the underlying desire is to protect the assets for the trust’s beneficiaries, those who will benefit from the trust once the grantor is gone.
Pick Your Approach
Sole trustee
1834 will assume all of the administrative, investment and fiduciary responsibilities of managing your trust according to your exact terms.
Co-trustee
1834 will act as a co-trustee with the person(s) you designate. This may include assuming full investment management and administrative responsibilities for the trust yet sharing defined areas of decision-making with the co-trustee(s).
Successor trustee
If you or the person(s) you name as sole trustee or co-trustee are no longer willing or able to serve, 1834 can assume the lead trustee role.