Put your mind at ease. As a trustee, you have significant responsibilities,
such as:

• Operating the trust under its terms
• Evaluating tax implications of decisions
• Determining the trust's investment objectives
• Investing in accordance with the terms of trust documentation and prudent investment rules
• Adequately monitoring and accounting for trust activity, and documenting your process.

Our staff is well versed in the concerns of fiduciaries; credentialed as Accredited Investment Fiduciaries ®. This accreditation is awarded by the Center of Fiduciary Studies.