Can Marin manage the assets of an existing trust?
Yes, absolutely. Q: Can Marin help me establish a Trust Account for my family? A: If suitable, we can demonstrate the overall investment and estate planning benefits of various trusts, but since we do not hold ourselves out as attorneys, we cannot draft the trust documents. We could, however, work with your personal attorney to see that it is structured to meet your needs. Q: Do I still receive my statements and confirmations? A: Yes. You receive all statements and confirmations of trades from the custodian firm, Schwab, where your assets are held. In addition, Marin provides you with semi-annual statements including year-end statements which contain important information such as capital gains and losses, taxable and non-taxable dividends and interest, and investment performance.
