COMPLETE FIDUCIARY TRUST SERVICES
We offer you and your Clients expertise in fiduciary trust and administrative solutions to help your Clients create a legacy. We will support you with award-winning, best-in-class service and solutions as well as extensive knowledge of the advantages of Delaware and Nevada situs.
Trust Solutions For Every Need
As your Client’s corporate trustee, our team ensures compliance with all legal and fiduciary requirements to relieve the stress that often results from challenging family dynamics while allowing you to maintain your relationship and investment management role.
Trust Options:
- Revocable “living” trusts
- Agent for trustee
- Delaware statutory trusts
- Delegated and directed trusts
- Family & marital trusts
- Generation-skipping or dynasty trusts
- Grantor-retained annuity trusts
- Charitable trusts
- Minor’s trusts
- Special needs trusts
Begin your journey
Estate Settlement & Trust Administration Services
We support you and your Clients at each step of the way as they design and implement their estate planning strategies. Offering a wide array of estate settlement and trust administration services, Bryn Mawr Trust will work closely with you and your Clients’ accountants and attorneys to build solutions that fit the unique needs of the families you serve today as well as planning for the generations to come.
As executors of an estate, we will be responsible for:
- Collecting, valuing, preserving, and making appropriate disposition of assets, including real property, tangible property, closely held businesses, and other properties
- Settling debts and paying claims
- Preparing all necessary estate, inheritance, and income tax returns
- Keeping meticulous records to provide your beneficiaries with a detailed final accounting
- Distributing estate assets and closing the estate
Special Needs Trust Planning
Special needs planning is important for creating lasting financial security for families caring for individuals with special needs. Costs of caring for a loved one with special needs can be extremely high, even for wealthy individuals, and sound planning can help stretch their assets to provide a lifetime of security. We offer extensive guidance for you and your Clients to ensure that those with special needs benefit from the most thoughtful life planning.
A Choice of Models
Bryn Mawr Trust’s national charter allows us to work with financial advisors in most states. We offer Clients and financial advisors the option of three trust models: Traditional, Delegated or Directed Trusts.
The Advantage of Trusts in Delaware & Nevada
The choice of where a trust is established can make a difference. Delaware and Nevada have several important advantages to offer your Clients as they consider the options for their trusts.
The Bryn Mawr Trust Company of Delaware and The Delaware Advantage
Delaware is one of the most business- and tax-friendly states in the U.S. Incorporating a business or setting up a trust in Delaware provides individuals and their families unparalleled possibilities for preserving, protecting, and transferring assets.
Explore the Delaware Advantage
The Nevada Advantage
Nevada is long recognized as a favorable jurisdiction for the formation and maintenance of trusts, with many advantages.
Contact Bryn Mawr Trust to learn how we can help support your advisory business
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