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trust administration

we offer expert representation

Holmquest Tax & Trust has years of experience providing cost-effective professional trustee services for family and charitable trusts, carrying out and preserving the wishes and requirements of grantors long after their death. We carry out these duties, always respecting and keeping the grantor’s intent first and foremost. We will review the decisions of financial institutions to ensure trust funds are secure.

We will oversee trust fund distributions, so beneficiaries are using funds for their stated purpose while safeguarding them from creditors or other unintended recipients.

A sample of professional trustee services we currently provide, include:

  • Fellowship and scholarship funding for grantor’s alma mata ensuring funds are delivered directly for students' benefit and not usurped for school administration or into school's endowment.

  • Annual charitable funding of grantor's named charities providing oversight that charities remain aligned with grantor's beliefs.

  • Trustee of separate share trusts ensuring trust’s assets do not become marital assets.

  • Trustee service ensuring pets are cared for.

  • Trustee of individual trusts for grantors with no heirs to ensure their wishes are carried out.

  • Tax and other reporting requirements are met.

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