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* Provide recommendations for the most suitable trust vehicle for the customer
* Serve as Trustee for revocable or irrevocable trusts created by inter-vivos
* documents or by Will
* Actively manage the investments of the trust on a tax-sensitive basis using our
* “Manager of Managers” approach which incorporates multiple capitalization ranges,
* various management styles, and both domestic and foreign securities
* Exercise discretionary powers of the trust in an experienced, objective and
* timely manner considering the needs of the income and remainder beneficiaries
* Prepare and file all required federal and state fiduciary income tax returns
* Interact with the grantor and/or the beneficiaries to assure coordination with
* other financial intermediaries
* Prepare and file any required court accountings as needed
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