Safekeeping
Your Heritage

The term “corporate trustee” can sound a bit clinical, and it’s understandable why many clients first instinct is to assign someone they know personally. Unfortunately, as an attorney, I have seen firsthand that the vast majority of trust litigation occurs with family member trustees. Acting as a trustee is a complex and demanding position, and not every individual has the experience or time to successfully fulfill the role. As a trustee, the individual is assuming personal liability, which is a significant burden to place on someone who likely does not have the experience necessary to ensure all laws are followed, the grantors’ wishes are fulfilled, and the beneficiaries are taken care of as required.

At Adelphi Trust, we are devoted experts with over 100 years of combined experience. We are deeply familiar with the statutory requirements and legal and fiduciary responsibilities as well as the best practices for complex types of trustee roles, such as of a trust for a child with special needs. Unlike an individual, corporate trustees are able to continue their work in perpetuity, without a need for a complex succession plan.

As your trustee, we will serve as an objective, conflict free advisor, ensuring your plan is secure yet agile enough to meet your changing needs, or those of your beneficiaries, throughout your lives and beyond.