BUILDING YOUR LEGACY: TRUSTS & ESTATES
As a company that can act as your fiduciary, Bryn Mawr Trust has the expertise to help guide you through the complexities of estate planning and administration so you can protect your family, support the causes important to you, and leave the legacy you envision.
ESTATE PLANNING AND
SETTLEMENT SERVICES
The wealth you have built should be protected. There is no better way to pass your assets on to a new generation or a beloved cause than to have a well-thought-out plan that seeks to minimize the tax burden while maximizing your impact.
Our estate planning team listens to understand your intent and collaborates with you to customize a plan that is right for you and your family. To better serve you, we can work closely with your family, estate attorney, and trusted advisors to help marshal assets, resolve administrative issues, minimize tax consequences, and transfer wealth promptly and efficiently to your beneficiaries. In addition, we can serve as your executor to settle your estate according to your testamentary plan.
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PERSONAL TRUST SERVICES
Trusts can be important tools in any estate plan. They offer the potential for tax benefits and allow you to set guidelines on how and when your assets will be distributed as well as to whom.
Bryn Mawr Trust provides a myriad of estate planning and administration services to ensure that your trusts are efficiently administered in accordance with the governing instrument.
Select trust and agent services can include:
- Asset Protection Trust
- Delaware Directed Trusts
- Discretionary Trusts – fully managed trusts
- Dynasty Trusts
- Special Needs Trusts
- Delegated/Directed Trusts
- Custody and Safekeeping
- Agent to Individual Trustees
- Investment Management
SPECIAL NEEDS PLANNING
HOW DO YOU PLAN FOR A LOVED ONE WHO NEEDS SUPPORT?
If you have a family member with special needs, partner with a firm that can assist you in creating a plan that ensures your loved one maintains the highest quality of life while preserving their eligibility for public benefits. Our Special Needs Trust Team can help you navigate the programs and benefits available to your loved one to help meet their unique circumstances.
DELAWARE AND NEVADA ADVANTAGE
DELAWARE AND NEVADA ADVANTAGE
Affluent individuals and corporations around the world choose Delaware and Nevada for the fiduciary management advantages they offer.