What types of trusts and assets does San Pasqual Trust administer?
We administer revocable (“living”) and irrevocable trusts, including charitable and life insurance trusts. We welcome trusts with real estate, closely-held businesses, limited partnership interests and other unique assets as well as public securities such as stocks and bonds, and of course personal residences and second homes.
Related Questions
- Unfunded Trusts: After the death of the settlor of a trust, the client will not place assets into the name of the trust entitled to the asset. What should the CPA do?
- What types of assets might an individual place in a self-settled special needs trust?
- What types of trusts and assets does San Pasqual Trust administer?
