Trusts

We can help you get your ducks in a row...

There are a variety of Trust Services you can choose from to help meet your specific needs.

• A trust can be altered or cancelled while the grantor is still living. Only after the grantor passes away, does the beneficiary receive any property placed in the trust.

• The trust cannot be modified or terminated without the beneficiary's consent. The grantor transfers their right to ownership into the trust.

• The trust is sometimes referred to as a will trust and is created upon the death of the grantor.

• The mineral title is transferred into a trust. The owner of the minerals is typically still the beneficiary depending on how the trust agreement is written.

• An irrevocable trust established to invest and manage charitable donations.

• A trust established to support a surviving spouse and heirs. Assets will be moved into the trust upon a spouse's death.

• A trust created to support someone through their education.

• Physically or mentally disabled person can be supported while not diminishing their eligibility for public assistance.

There's still time, visit with us today!