For an Individual Trustee | For a Corporate Trustee



Through our "EPIC" Solutions format, Sunrise works directly with your attorney to design, manage, and implement your estate plan. We believe that this client-centered, holistic approach results in greater communication between you and your professionals (attorney, advisor, accountant), enhanced flexibility, and better execution of your estate planning strategies.

Types of Trusts:

• Living
• Revocable
• Charitable
• Testamentary
• Irrevocable
• Asset Protection

Sunrise Advisors is a multi-generational, family-owned business. We are in a unique position to understand the considerations, advantages, and nuances of gifting or transferring business interests and wealth between generations.



Our fiduciary duty enables us to provide an additional set of professional checks and balances for the Trustee. Trust assets are managed in accordance with the risk tolerance and objectives of the client. To review our investment management philosophy, please view our "How We Manage Money" section.

• For an Individual Trustee
  
  Sunrise will work directly with the individual trustee(s), their attorney, and their accountant to establish the framework under which the trust assets will be managed.
  
  
• For a Corporate Trustee ("Directed Trusts")
  
  When a corporate trustee is desired or required, Sunrise can establish a "directed trust" for the client and utilize the advantages of Delaware law. A "directed trust" allows for the bifurcation of administrative and investment fiduciary powers. The administrative trustee offers the objectivity, independence, resources, and knowledge of a traditional corporate trustee. In addition, the client can create their own wealth management team using the people that know them and their financial situation best - their existing and trusted professionals (attorney, accountant, advisor).
  
  
  Click here** for a more detailed synopsis of "Directed Trusts"