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Trust & Estate

As trust administrators, our experience is expansive. We can help administer living trusts, multigenerational trusts, special needs trusts, testamentary trusts, qualified personal residence trusts and charitable trusts. Our work with trusts benefits from our other areas of expertise. It allows us to use trust funds in close partnership with your individual investment strategies. It lets us identify tax efficiencies that can be achieved through charitable trusts. It empowers us to work relentlessly toward your goals with comprehensive understanding and careful creativity.