April 5, 2016

Grantor, Living, and Other Discretionary Trusts

There are many different variations of these types of trusts, which are a commonly used as a family estate planning tool.  For large estates, a bank or trust company may manage these trusts.  For trusts that are under the minimums that these institutions require, a family member may serve as the Trustee.  In cases where there is no family member that is willing or able to serve, or the situation calls for an impartial third-party, Guardian can be a compassionate and cost-effective alternative.  For trusts requiring an individual trustee, the Guardian CEO serves as the appointed individual.  By separate agreement, the organization provides all support services.

Because of the unique nature of each of these trusts, please call click here to begin the conversation so we can address your needs.