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Trust Services | Summary

A trust is a legal agreement entered into by a grantor during his or her lifetime, which can be revoked or subsequently amended, whereby he or she transfers some or all of his or her assets to the trust for the benefit of his or her beneficiaries. A trust is specifically tailored for those with both large and small estates, of which management has become too burdensome, and/or those grantors who anticipate their own physical or mental disability, which would make continued personal asset management difficult or even impossible. A trust not only allows for professional asset management by qualified individuals, but also allows the grantor to retain beneficial ownership over trust assets and income.