Estate & Trustee Services

Sunrise Advisors is a multi-generational, family-owned business. Through our structure and employee capabilities, we are in a unique position to understand the considerations and nuances of gifting or transferring business interests or wealth between generations.

 

TYPES OF TRUSTS

Our attorneys can help you or work directly with your existing attorney to craft and implement your estate planning strategies.

  • Testamentary
  • Revocable
  • Charitable (CRAT, CRUT, CLT)
  • Living
  • Irrevocable
  • Asset Protection

 

TRUST MANAGEMENT

Sunrise Advisors assists the Trustees and beneficiaries in the advisory of trust assets, including the prudent management of investments, the selection of current or successor Trustee(s), and in fulfillment of the roles and duties of the Trustee(s).

Individual Trustee: Sunrise will work directly with the individual trustee(s), the beneficiaries, their attorney and accountant to establish the framework under which the trust assets will be managed.

Corporate Trustee: 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).