Appointing the right trustee to manage a Settlement Preservation Trust (SPT) is crucial given it protects the beneficiary’s settlement proceeds from exploitation. Our settlement preservation trust administration works to protect a client’s interests by preserving settlement proceeds and protecting against those exploitations and spendthrift tendencies, while providing flexibility and liquidity. Our advisors work to manage customized solutions to meet a wide range of needs and circumstances.
With our expertise, you are guaranteed the attention, care, and respect a settlement preservation trust needs to ensure protection from misuse, future-proofing your trust and enabling you to be able to live the quality of life that you strive for.
To learn more about how our administration services can help your clients, contact us today to schedule a consultation.