Personal Trust Services

Santora CPA Group is pleased to offer Delaware independent individual trustee services to our clients. Delaware offers a unique opportunity for clients to utilize the robust directed trustee statutes to allow clients to choose who will manage trust investments and discretionary distributions. Our experienced individual Delaware trustee can perform the administrative duties of trustee while providing a personalized, tailored client experience.

If you are an attorney advising your client about an asset protection or Dynasty trust strategy and, during the course of your planning, you decide that an individual trustee may offer more flexibility than a corporate trustee, Santora CPA Group can provide that help.

If you are a bank or a trust company facing a situation where it is not feasible to serve as trustee for a valued client’s trust, Santora CPA Group’s individual trustee can be the perfect solution for this circumstance. We understand the unique and special nature of this arrangement, and we will protect your relationships with your valued clients.

We offer the following trust services:

  • With over 32 years personal trust experience, Theresa L. Hughes, in her capacity as a Delaware resident, will act as your Delaware statutory trustee
  • Prepare or assure the preparation of trust tax returns or tax information letters
  • Prepare trust accounting as required or requested
  • Refer a nationally recognized attorney to prepare or assist your own attorney in preparing trust documents that meet Delaware statutes

The best way to learn what we can do for you is to talk with us. Call Theresa Hughes at 302-737-6200 or email her at thughes@santoracpagroup.com to set up an initial consultation.

Call us 302-737-6200