Corporate Trustee Program

CIS Wealth now offers corporate trustee services through a strategic relationship with TD Ameritrade Institutional*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management.

What Are Some Benefits of Establishing a Personal Trust?

A personal trust can provide a range of benefits. It can possibly reduce estate taxes and provide liquid assets to help pay for them. It creates a structure and a plan for providing for minor children or family members who are unable to handle financial matters wisely. It can provide a child or grandchild’s education or for an elderly relative, as well as charities that you care about.

Using a corporate trustee provides professional management of your personal assets should you become unable to handle them, or after you are gone, and follows your wishes for how you want your assets distributed.

By appointing a corporate trustee, you allow a professional experienced in the complex matters of managing a personal trust to relieve your family or other heirs from having to handle it all. These duties can include:

  • Paying bills
  • Retitling assets
  • Preparing tax returns
  • Paying creditors
  • Evaluating and distributing money per the terms of the trust
  • Tracking investments including real estate
  • Maintaining records
  • Maintaining copyrights
  • Patent rights
  • Farm holdings
  • Oil and gas interests
  • And working with property managers, allocating property according to the trust terms, obtaining titles, deeds, and appraisals as needed


What Are Some Reasons to Consider Appointing a Corporate Trustee?

Many individuals are unable to successfully carry out the role of a trustee, due to the fiduciary responsibilities and legal knowledge required to maintain a trust.

By naming a corporate trustee, your trust will be managed by trust professionals who have knowledge of, and are willing to assume, the fiduciary responsibility of managing a trust. Also, a corporate trustee has a fiduciary responsibility to legally act in your best interests.

Corporate trustees are regulated by state and federal agencies. Also, most courts consider them experts, and they are held to higher standards than a non professional. They follow your trust instructions objectively which, many times, family members are unable to do because of pressure from other family members to bend the rules of the trust.

Call our office at 830-609-6986 for more information about our corporate trustee program and how it can be integrated with a current trust, or with establishing a new trust.

* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with TD Ameritrade Institutional through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). TD Ameritrade and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services. Information obtained from TD Ameritrade, Inc., member FINRA/SIPC

Check out other articles from our MAY/JUNE 2017 Newsletter