Trust Services
San Antonio Trust Company, LTA provides a wide array of fiduciary Trust Services to meet our clients’ needs and assist families in the transfer of wealth to future generations. So whether you already have a trust in place or plan to establish one with your estate planning attorney, we will be here to support you and your family now and into the future.
Depending on your particular needs and circumstances, trusts can be a critical piece to your estate and gift planning. Establishing a trust with your estate planning attorney and appointing San Antonio Trust Company, LTA as trustee, allows us to help you:
- Preserve and pass on your wealth in a tax efficient manner
- Facilitate your wealth distribution goals according to your wishes
- Assist you and your loved ones in the case of your incapacity
- Distribute assets to a disabled relative without disqualifying them from Medicaid or government support
- Increase privacy and avoid the costly delays of probate
- In some situations, trusts can also protect assets from creditors, lawsuits and fraud
The Importance of Choosing the Right Trustee
Selecting your trustee is one of the most important decisions you make. The trustee is responsible for interpreting your trust document and executing your wishes accordingly. Hiring a corporate trustee lets you shift the burden from a family member or close friend to someone you can count on to be there for generations to come. In making this decision, it is important to choose a firm that:
- Can act on your wishes impartially, while being held to the highest fiduciary standards
- Makes decisions objectively, but considers family dynamics
- Has fully dedicated professionals handling your assets with prudence
We look forward to having the opportunity to serve you in one of the most personal and important family matters you will ever face.
Start planning for tomorrow - call us today.