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Trustee Services
Administering a trust can be a daunting challenge, especially if you are unfamiliar with the responsibilities and complexities that this might require. It’s important to appoint someone with the depth and breadth of experience needed to properly oversee the trust. It’s why you want the professionals at Garden State Trust Company at your side. Trusts can be set up inter vivos, while you are alive, or can be established, testamentary, upon death by Will.

You may have heard of the terms revocable trust and irrevocable trust.
A revocable trust is one that can be changed or rescinded by the grantor. An irrevocable trust generally cannot be changed, altered or amended after it is established.

 

One benefit to establishing a trust is that you are planning in advance for the proper management of assets to protect against future unknown circumstances. Establishing a trust is a responsible way for you to care for the financial future of family members upon disability or death.

Trustee

Services

  • Revocable Trust
  • Stand-by Revocable Trust
  • Irrevocable Living Trust
  • Special Needs Trust
  • Asset Protection Trust
  • Charitable Remainder Trust
  • Trust Under Will

Our Trust Services Include...

  • Ensuring investments are managed in accordance with approved Investment Policy Statement.
  • Reviewing distributions in accordance with the trust document.
  • Approving and arranging for discretionary distributions.
  • Bill payment service.
  • Taking steps to minimize, as best as possible, estate and income taxes.
  • Coordinating tax preparation, planning and consulting and verify tax return filings.
  • Paying taxes and debts as required in the trust document.
  • Monitoring and updating the trust document if necessary to conform to changes in the law.
  • Coordinating estate and financial planning.

As Trustee, Garden State Trust assumes all the responsibility for overseeing the trust.

 

Boomers & Beyond The Sandwich Generation Estate Planning Trustee Services

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833

908-287-7188

1886 Hinds Road, Suite 2 • Toms River, NJ 08753

732-255-5000

1236 Brace Road • Cherry Hill, NJ 08034

856-281-1300

2021 New Road • Suite 9 • Linwood, NJ 08221

888-323-5535

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