Establishing a trust can provide significant benefits during your lifetime and beyond. Including a trust in your wealth management plan can help manage and protect your assets, shield them from excessive taxes, support your family, provide charitable contributions, ensure a smoother estate settlement and manage your legacy after you’re gone.
Bremer provides trust services in the following capacities:
- Trustee – As trustee, Bremer has a fiduciary responsibility to act in your best interest while managing your trust assets according to the terms of your trust.
- Co-trustee – You share fiduciary responsibility with Bremer to manage your trust and any assets held by the trust.
- Investment agent – Bremer assumes no fiduciary responsibility and manages assets with you or your trustee’s oversight.
- Successor trustee – Bremer assumes fiduciary responsibility for the management of your trust assets in the event of your death or incapacity.