Traditional Trusts

She is adored by all her family members

Once you decide to engage Kevin as an independent trustee, there are three different capacities in which Kevin can manage your trust:

  • Trustee: As your trustee, Kevin works in conjunction with your trusted advisors to ensure the trust remain in line with your goals and wishes.
  • Co-Trustee: When you need someone to help carry the load and assist you in managing your trust, Kevin can fill that need by serving as an independent advisor and working with you to make decisions for the trust.
  • Successor Trustee: If you want to ensure a smooth transition should the need arise, Kevin will prepare for such a time by learning about you, your trust and your beneficiaries to help make sure your wishes for the trust are fulfilled.