Trust
Services

We provide trust administration for

the full range of personal trusts. You have many choices when considering the types and locations of the trusts that result from carefully constructed wealth and estate plans. We provide Nevada situs for trust administration due to its favorable legal and tax treatment of trusts, stability of trust law and flexibility.

Beyond straightforward trust administration

we offer highly specialized trusts and trust services, including:

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P&I accounting

Real estate and
special asset
administration

Asset protection trusts

Private trust companies

Special needs trusts

Insurance trusts

Remainder trusts

P&I accounting

Real estate and
special asset
administration

Asset protection trusts

Private trust companies

Special needs trusts

Insurance trusts

Remainder trusts

Agent-For-Trustee

While serving as trustee is important, we can also serve as agent-for-trustee when you have accepted the responsibility of being trustee or executor and require professional support. These situations range from making important distribution decisions to heirs to ensuring the estate taxes are filed and paid properly and on time. Serving as a personal trustee is time consuming and comes at a highly emotional and difficult time due to incapacity or death. Appointing an agent to handle such matters alleviates the burden without diminishing the compliment. We can arrange for full management of trusts as well as investment delegation with Innovise serving as a trusted primary advisor.

We invite you to
contact us

InnoVise Family Wealth Advisors

t: 310-388-0018

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