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Our Trust Services

Trust Administration and Oversight

A Neutral Voice in Complex Circumstances

Our trust administration and oversight services serve two complimentary goals. First, to understand and follow the intent of the trust and estate plan in order to carry out the testamentary wishes of the individual or couple who created the trust. Second, to understand the life circumstances and needs of the beneficiaries the trust is intended to serve.

Because we don’t offer investment products or wealth management services, our trust professionals are solely focused on trust administration and service and thus never encounter a conflict between the interests of wealth management and trust services divisions.

A trusted partner

We partner and collaborate with our clients’ estate planner, investment advisor, accountant, and other advisors. We endeavor to be a part of the team a family may already have in place. This collaboration lets us remain neutral as a trustee. At the same time, we are responsible for holding all trust assets and we oversee the performance of investment managers to ensure they adhere to agreed-upon investment guidelines and report against appropriate benchmarks.

Expertise with complex trusts and assets

We often administer complex trusts with a diverse range of holdings. These include assets such as:

  • Stocks, bonds, marketable securities and cash
  • Real estate, including multi-family, commercial, industrial, agricultural and residential properties
  • Private businesses including operating companies, LLC interests and partnerships
  • Unique collections including art collections, jewlery and antique automobiles
  • Water, mineral, oil and gas rights
  • Intellectual property holdings including music and other royalty interests

Personalized service and attention to detail

Our clients expect extraordinary levels of personalized service and we do our best to meet those expectations. We are not a “9 to 5” enterprise and do not have an 800 number. Our trust officers take pride in being responsive and focus on each clients’ unique circumstances.

Our Trust Services

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Charitable Trusts

We carry out the philanthropic wishes of our clients and work with their advisors to take advantage of tax benefits that may be available through charitable planning and giving.

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Nevada Trusts

San Pasqual Trust of Nevada is able to administer Dynasty Trusts, Directed Trusts and trusts intended to take advantage of a more favorable tax jurisdiction.

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Private Foundation Management

We administer Private Foundations established by clients, often working with children, grandchildren, and other family members to carry out family philanthropic goals.

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Trust & Estate Settlement Services

We handle all aspects of estate settlement and administration, including asset valuation, working with estate planning and tax professionals to prepare estate tax and final personal tax returns, and re-titling of assets and distribution to ongoing trusts or directly to beneficiaries in accordance with the estate plan.

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Revocable & Irrevocable Family Trusts

The majority of our work as a trust company is the administration of Revocable and Irrevocable Trusts established for the lifetime benefit of children, grandchildren, and other family members. We have longstanding relationships with many of our trust beneficiaries and attempt to develop a positive and productive relationship with each of them.