TRUST SERVICES
... for your Business
... for your Family
... for your Protection
WHY YOU MAY NEED A TRUST
PROPERTY, PREFERENCES, PROBATE
Did you know. . .
In Nevada, if a person dies owning real property or has $50,000 in financial assets, the estate must go through probate, unless those assets are properly jointly held or they are part of a trust. A trust protects property, ensures your wishes are fulfilled and can eliminate costly probate costs.
TRUST ADMINISTRATION
The trust documents are just the beginning - then the real work begins. And that's where Partner with IPI excels.
- Comprehensive trust packages
- Trust compliance assistance
Liaison with trust and probate attorneys
- Send required notification
- Accurate recordkeeping for IRS reporting
- Asset disposition
We're your Power Partner
for Trust Administration and Compliance
YOU'VE BEEN NAMED A TRUSTEE -
NOW WHAT?
As Trustee, you now have a responsibility to follow the instructions stated in the trust which may include to:
Keep and track trust assets separately
Oversee care of ill person or dependents
Apply for benefits
Transact normal business
And much more
When a family member or close friend is named Trustee / Executor, many legal or medical matters need immediate attention at a time when the Trustee is also dealing with a loss or a medical emergency.
When you need support the most.
Compassionate | Reliable | Trust Compliance
EXPLORE TRUST
BENEFITS TODAY
For your business, for your family, for your protection.
- Don't put your business or your family at risk.
- Anticipate and account for uncertainties.
- Minimize taxes and avoid costly probate.
A properly executed trust ensures you have a say in the how your assets are handled when you're no longer able to do so.