Our client base ranges from individual trustees to trust departments of large national banks. We assist trust managers in planning and compliance with complex issues related to intervivos and testamentary trusts including their original funding, operation, and ultimate termination.
Along with our accounting and auditing professional education, our specialists also pursue advanced professional education in estate and trust management to stay abreast of the ever-changing fiduciary environment. We particularly pursue advanced education in the various applications of the Texas Trust provisions.
From time to time, members of our firm have been and are asked to serve in a trustee capacity.
We provide these services only when we believe it will be in the best interest of our clients. Providing this service enables the firm to further enhance its knowledge in the estate and trust management area and the investment, management, and distribution of trust assets.
