The decisions you make today can affect future generations. Wills, trusts, healthcare and financial directives are all designed to protect assets, establish a legacy, provide for long-term stewardship, and provide guidance and direction for others. These are the tools that support your vision carries forward as you wanted. Our wealth management team works directly with your estate planning attorney to support these important documents and align with your plans.
We work with you to craft plans for protecting your wealth, caring for your family, and planning for the future through trust and estate services. We can help with:
- Revocable and irrevocable trust review and recommendations based on your specific needs.
- Dynasty trusts for multigenerational wealth preservation.
- Trustee and executor services that provide experience and third-party neutrality for family members who may not be willing or capable of administering trusts.
- Trust administration services, including recordkeeping, tax preparation, investment management and beneficiary communications.
- Philanthropic planning to provide guidance for charitable trusts, donor-advised funds and private foundations.
- Business succession planning using trusts to help facilitate transitions and other changes in ownership and management.
Unlike many wealth management companies, CSB’s wealth management team can serve as trustee and/or executor of trusts and estates. This is important because oftentimes family members who are appointed to these roles are unfamiliar with the responsibilities. Having an experienced, third-party trustee or executor can reduce family conflict and time needed to administer the trust or estate. At CSB, we consider trust and estate services an important part of the wealth management team’s trust and fiduciary services offering.
Unlike many wealth management companies, CSB’s wealth management team can serve as trustee and/or executor of trusts.