Newsworthy Topics, Trust & Estate Planning

Estate Planning Essentials: Crummey Trusts

Matthew Thornton, CFA®

Bryn Mawr Trust

May 19, 2026

< 1 min read

Crumney Trusts

Planning in Focus is your guide to navigating the complexities of wealth management with ease.

Crummey trusts can help families use the annual gift exclusion while supporting longer-term estate planning goals. They offer a thoughtful way to move assets out of an estate without giving beneficiaries immediate unrestricted control. Learn more about whether a Crummey trust may fit into your estate plan.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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