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Trust and Estate Planning

Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality—in ways that retain as much of the control of your wealth as possible—can be difficult. That is why skilled experts in estate planning and establishing trusts are part of every Waldron team.

Even Significant Wealth is Quickly Diluted Without the Proper Oversight
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Strategy Development, Structuring and Implementation
This begins with fully understanding your wishes so that your vision can be carried through in the most effective way possible.

Principal and Income Reporting
Once the strategy has been implemented, we’ll work with you to get the reporting completed and in compliance with trust regulations.

Annual Gifting Execution, Tracking, and Administration
Coordinated with your tax planning, all the details are covered off, whether you’re gifting to established trusts, creating new ones or making outright gifts.

Trustee Assistance Services
From helping you make the right choice in a trustee to helping that person fulfill their significant legal and fiduciary obligations, Waldron provides custom advice and ongoing administrative support.

Onshore and Offshore Trust Planning
We’ll create trusts in the most appropriate jurisdiction and structured to provide efficient implementation of your wealth disposition and preservation goals.

Trust Administration and Reporting
We’re here to handle the calculation and distribution of any disbursements, the record-keeping for tax purposes, substitutions within the trust—in short, all of the operational details.

Family Limited Partnership Planning
Family limited partnerships can be used to pass on more of your wealth to the next generation. However, great care must be taken in their establishment and administration to conform with tax regulations. We’ll work the family and their legal counsel to ensure that partnerships are structured, implemented, and coordinated to maintain tax compliance.

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