Trust + Fiduciary Services
You’ve earned your wealth. Let us earn your trust.
Creating wealth is no small task.
Keeping wealth, enhancing it and ensuring that it’s distributed in a sensible, tax-advantaged way – that’s a separate challenge altogether.
Legacy plans. Made for generations in the making.
Stuart & Branigin lawyers aspire to be your trusted advisors in estate and wealth planning. We also are available to serve as executor and trustee, to preserve and grow your financial well-being for the years ahead and ensure that your plan is executed as you intend. There is no one-size-fits-most approach to wealth planning or trust investment portfolios.
Planning objectives, allocations, complexities, and distributions vary from person to person and family to family. Our lawyers craft each plan to meet the needs and goals of each client. Whether serving as wealth planning lawyers or also as trustees and executors, research and data inform our strategies, and experience and insight guide our analysis and advice.
When selected as fiduciaries in your planning documents, we continue to track, manage, preserve, and strive to grow your assets. We allocate and adapt distributions accordingly, based on trends and changes in personal and family circumstances and the surrounding economy. We utilize state of the art tools, technology and resources.
Proving our value by growing yours.
It’s our belief that our personal, hands-on approach gives you a greater opportunity to live prosperously. Our goal is to simplify trust procedures, manage your legacy plan the way you intend, and give you peace of mind.
Legacy plans begin with a conversation. We’ll sit down with you and discuss a range of topics, from your family structure and the roots of your aspirations, to your personal and financial vision. Once we have an in-depth understanding of your long-term goals, our team gets to work.
Serving as trustees and executors, our lawyers work closely with a private investment advisory firm. Together, we build an investment portfolio designed to preserve principal and provide growth in earnings and value over the long term. Your portfolio will collect and distribute income in accordance with your wishes. You will have secure online access and accurate and timely information about your trust’s income and growth.
Tried and tested. Client Trusted.
Few law firms are as well-versed as Stuart & Branigin. We are a multi-talented team, highly trained and adept in the nuances of trust law, estate and charitable planning, taxation, real estate, business planning, probate law, and estate and trust administration. Our extensive financial understanding gives us the ability to serve a multi-purpose role. In addition to serving as your legal counsel, Stuart & Branigin partners are capable and qualified to act on your behalf as trustees, executors and financial agents.
At Stuart & Branigin, we’ve been representing and advising individuals and families on wealth planning and management for nearly 140 years. Our process is hands-on and time-tested. We serve you diligently, holding, managing, investing and distributing assets on your behalf to reach your long-term goals.
Trust and fiduciary services:
- Serve as executors and trustees to manage and protect assets, working with your other trusted advisors
- Enhance and preserve the value of your assets, both in absolute dollars and purchasing power
- Hold, manage, invest and distribute your trust assets
- Manage other assets, such as real estate holdings, business interests, significant items of personal property, life insurance and retirement plan assets
- Review accounts in light of trends in the economy and financial markets
- Provide investment performance and income projection reports
You’ve worked for your wealth. Now it’s our turn.
Our comprehensive fiduciary services reflect the diverse requirements of our varying clientele.
No matter how your assets are allocated, our trustees can respond to your needs by:
- Paying bills
- Processing gifts
- Transferring cash via wire transfer & ACH
- Facilitating purchases & sales of real estate & other personal assets
- Making discretionary distributions to beneficiaries
- Preparing trust tax returns
- Providing customized reports
- Conducting family meetings
- 24/7 secure online access to trust information