Trusts can be created and administered during your lifetime to achieve many important objectives such as tax planning, asset protection, ensuring a responsible inheritance, to maintain confidentiality, to eliminate conflicts of interest and to achieve many other goals. Examples include:

Individuals commonly become overwhelmed and require professional assistance as a result of acting in a fiduciary role, whether under a Power of Attorney for Property; a Last Will and Testament or Codicil, and/or a Trust Agreement. As an agent, our firm can assist by utilizing our team of experienced professionals as well as important soft skills for the important task of relationship management with family members and beneficiaries.

Situations arise where no individual is able or willing to act in a fiduciary role. In these cases, judges may issue a court order appointing a trust company to act as fiduciary. Legacy has experience acting in the following court-appointed scenarios:

Legacy Private Trust is a management-owned trust company whose roots in the industry and working with trusts & estates dates back decades. As a trust company, we are federally licensed and regulated by the Office of the Superintendent of Financial Institutions. Our Trust & Estate Services represent a natural coming together of our decades of experience working with trusts and working with clients in a time of need to ensure long-term success. Our approach is focused primarily on highly personalized service. Our model has proven to be one which molds to our client’s specific needs – not the other way around.

For more information on Trust & Estate Services or about Legacy Private Trust, please contact us. We would be pleased to schedule a phone call or meeting with you to discuss your needs and plans and work with you to see if we can help.