Parsec has entered a strategic partnership with First Covenant Trust and Advisors LLC to offer you a full range of trust solutions while maintaining the relationship and investment advice you have built with Parsec. You don’t want to leave your loved ones with a call center to handle your estate. Instead, enable them to benefit from a boutique, high-service relationship with an assigned trust officer who personally knows you, your intentions and your family.
Watch our seminar on estate planning and trusteeship from our 2022 Longevity Forum. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our event: parsecfinancial.com/longevity-forum
The trustee has a large number of duties and responsibilities to the trust maker and the beneficiaries. Director of Trust Services Roger James gives an overview:
The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, filing taxes for the trust and distributing the assets according to the terms of the trust.
Please sign up to join our mailing list and receive our latest news, thought leadership content and invitations to upcoming webinars.