The challenges of trust administration can be varied and complex. With decades of comprehensive trust experience, Prairie Trust brings a deep understanding of fiduciary practices, professional management and a partnership approach to each client relationship.
Expertise to Cover a variety of needs
Revocable Living Trusts
Irrevocable Trusts
Generation Skipping Trusts
Qualified Terminable Interest Property Trusts (QTIPs)
Charitable Trusts
Testamentary Trusts
Irrevocable Life Insurance Trusts (ILITs)
Guardianship / Conservatorships
Estate Settlements
Trust Administration
We understand that serving as corporate trustee is a complex role. it comes with great responsibility to provide fiduciary care through:
- Comprehensive trust administration
- Exceptional communication with all interested parties
- Proper accounting, reporting, and tax practices
- Investment management and oversight
- Integral knowledge of trust law and industry standards
Special Needs Trusts Expertise
We know the unique nature of special needs and practice fiduciary management combined with care…for your assets, for your personal property, and for your loved ones, including:
- Administration of Third and First Party/Self-Titled Trusts, as well as Community and Wisconsin Pooled Trusts
- Access to special needs trust resources and experts
- Advice on protecting eligibility for government benefits
Estate Settlement
Managing your estate after your death, Prairie Trust can help avoid unnecessary expenses and delays. Our team diligently carries out your intentions, caring for your loved ones through:
- Inventorying, gathering, and valuing your assets
- Paying remaining debts and obligations
- Preparing and filing necessary tax returns
- Distributing property in accordance with your wishes
- Keeping beneficiaries informed with periodic accountings
For more information, contact me today!
Terry Doyle
Vice President - Director of Fiduciary Sales
(262) 953-2435
Special Needs Trusts
With a track record of more than four decades, Prairie Trust has the experience and expertise to administer different types of Special Needs Trusts (SNTs).