What you’ll be remembered for is leaving a lasting impact for the people and organizations that mean the most to you. Your legacy is more than just a few lines in a Will; it should be a carefully designed plan that will be administered to your wishes by a partner as invested in your legacy as you are.
The wealth you have built and grown should be protected. There is no better way to pass your assets on to a new generation or a beloved cause than to have a well-thought-out plan that minimizes the tax burden while maximizing your impact.
What do I want my legacy to be?
Trust Oversight and Administration
If you are looking to establish an Irrevocable or Revocable Trust, Tax-Planning Trust, or Special Needs Trust, turn to Bryn Mawr Trust for help with all the complexities of trust oversight and administration.
Bryn Mawr Trust can serve as trustee or agent of the trustee. With the highest ethical standards as well as an objective perspective, we strive to properly administer trusts in accordance with your purpose and instructions.
Estate Settlement and Wealth Transfer
You’ve watched your assets grow and know you must plan for a time when you or a loved one are gone. We understand the delicacy involved in providing personal attention when it is needed the most.
Our role as an executor is to successfully complete all tasks necessary to fully settle your estate according to your testamentary plan. Our Team works collaboratively with your family, estate attorney, and trusted advisors to marshal assets, resolve administrative issues, minimize tax consequences, and transfer wealth promptly and efficiently to your beneficiaries.
As executors of your estate, we will be responsible for:
- Collecting, valuing, preserving, and making appropriate disposition of your 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
Your primary concern is how to care for a loved one with special needs. Whether that means equipment, or specialized services, you want to ensure there is a plan in place not just today but for their lifetime. Our dedicated Special Needs Trust team is led by professionals with expertise in the practical, personal and financial aspects for individuals with special needs and their families.
- Dedicated Trust Experts
- Comprehensive Estate & Wealth Transfer Planning
- Trust Administration