Broker Check

Trust and Estate Plan Servicing

This group currently provides administrative services for family trusts written by multiple law firms throughout the country.

A typical flaw that we have observed with many high level plans is a lack of ongoing follow-through and administration. Often, this has the effect of compromising the intended tax benefits.

The day-to-day involvement maintained by SLG provides an understanding as to what approaches are most durable in terms of tax avoidance and asset protection in real world circumstances over extended time frames.

Services include:

○  Beneficiary Notices
○  Investment Performance Reporting
○  Gift and Estate Tax Returns
○  Support Reports and Calculations
○  Money Transfers
○  Cash Disbursements
○  Monitoring payment schedules for intra-family entity transactions including sales, gifts, private annuities, etc.