If you are considering recommending a trust for your client, or if your client has asked for advice regarding an existing trust, our independent market position and flexible administration policies may be an important factor in reaching planned goals.
We can provide information that may help in the planning and drafting processes. Our years of working with trust documents with language conforming to legal and regulatory requirements in each of the fifty states has enabled us to offer certain insights and suggestions. We can provide:
DISCLAIMER: Trust document information is provided for the benefit of attorneys with the understanding that Santa Fe Trust Inc., does not draft trust documents and is not engaged in rendering legal, accounting and other tax consulting services of any kind. If legal advice or other expert assistance is required, the services of a competent attorney or other professional advisor should be sought.
Please Contact Us to discuss how trusts can be used to meet your clients’ needs.