We oversee administration of all aspects of your trust. Services include management of real and personal property, tax and mortgage payments, rental services and maintenance duties.
We oversee administration of all aspects of your trust. Services include management of real and personal property, tax and mortgage payments, rental services and maintenance duties.
We help your family perform duties necessary to finalize your will. For example, our trust officers collect and safeguard assets, hire appraisers to value and sell assets, and file appropriate estate and income tax returns. In addition, upon approval of the court, we distribute assets pursuant to the terms of the will.
Once appointed, we manage the financial affairs of an incapacitated person. This includes bill payment, tax preparation, arranging for in-home care, and any other acts requiring supervision.
We customize a portfolio to meet the needs of each client. As your personal money manger we are dedicated to providing you with a customized portfolio not a general account (which is too broad to ensure proper diversification).
We understand the simple fact that clients have different risk tolerances, investment objectives and needs. We also understand that staying objective while developing a customized portfolio is crucial. unlike most institutions we are not pressured to promote proprietary products, investments or programs.
Hidden commissions, referral fees, soft-dollar money or any other form of compensation that would create a conflict of interest does not influence us. Our investment selections are based on the best the market has to offer.
Providing services that are of great value to your foundation.
These services include:
- Local service provided by Trust Wisconsin
- Local contact for investment management and custody
- Custody of assets and financial accounting
- Separate accounts maintained for all contributions in excess of $10,000
- Monthly statements of all assets and transactions
- Internet access to assets and transactions
- Processing for marketable securities and unique assets
- Settlement of securities transactions
- Access to a block order trading platform for internal or external investment managers
- Internal audit and compliance reviews performed inhouse
- Regulation by the Comptroller of the Currency (OCC) which regulates all national banks & trust companies
- Investment management
- Performance measurement reporting for investment portfolios
- Investment management
- Assistance in the startup and on-going operations on an advisory basis
- Regular meeting with the Board or Executive Committee to assist in the management of the Foundation
Your Special Child Requires Special Planning:
Planning for a special needs child's care undoubtedly peaks the list of emotionally-charged issues. The peace of mind you will obtain from a well -thought out estate plan, more than makes up for having to plan for the unimaginable.
The idea of planning for an early death or disability can be heart-wrenching on any parent. Who will care for your children? Most of us identify the need for an estate plan, preferably one that assigns a suitable guardian for our children, looks after their financial needs, and averts probate. In the best of situation, it’s a task requiring sound thinking and first -rate legal advice. But when your child has special needs, the challenge increases.
Parents of a disabled person (mentally or physically) can include the disabled person in their estate planning and still retain the disabled person’s qualification for governmental or public benefits (Medicaid or SSI) by creating a Special Need’s or Supplemental Need’s Trust (SNT). This type of trust holds the disabled person’s share of the parents’ estate and is to be used only after the public money is exhausted.*
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Trust Wisconsin™ is a division of National Independent Trust Company (NITC)