Personal trust

Personal Trust

Personal Trust Accountant Services

A trust can provide an excellent way to preserve and disburse wealth. Unlike a will, a trust can be used to accomplish these things during the lifetime of the individual(s) who formed the trust. Whether you are the originator of a trust or the recipient of assets contained within a trust, Shahen Derderian & Associates (SDA) can provide personal trust services that simplify the management and execution of your trust, including:

  • Trust Administration to Heirs & Beneficiaries
    We will ensure that the administration of your trust is handled according to its specific conditions. You or your heirs can depend on the trust being executed exactly as planned.
  • Strategic Planning for Trust-Related Taxes
    A trust can be used to minimize the tax burden on assets contained within the trust. We will serve as your personal trust accountant to ensure that you receive the best tax situation.
  • Making Terms of the Trust Easy to Review
    It is essential for recipients of a trust to know precisely how the trust will be administered. We ensure that this information is always available, so recipients can make set financial plans.

Your Source for Personal Trust Services

Trusts can be excellent financial vehicles for preserving financial assets and disbursing them to heirs and beneficiaries. However, after a trust is formed, it is highly advisable to hire an impartial personal trust accountant to administer the trust according to its terms and conditions.

SDA can serve as your personal trust accountant, ensuring that your trust is handled with utmost financial care. For more information on how we can serve as your personal accountant, please contact us today for a consultation.


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