One method under everything: the governing instrument first, the enacted statute of the governing state second, the Restatements where the statute is silent. Each engagement below is a defined deliverable set, fixed-fee at scope review.
Private trust company design
The flagship engagement: a fiduciary the family owns.
- Feasibility and state selection memorandum, licensed versus exempt
- Entity, operating plan, and board and committee charters
- The distribution-committee firewall IRS Notice 2008-63 requires
- Registration or charter application support to the state's checklist
- Standing compliance-officer service under written appointment
The full engagement, phase by phase.
Consultation
Trust design and wealth architecture
Structures built for generational wealth.
- Irrevocable, discretionary, and spendthrift trust design to the enacted code
- Dynasty structures with situs and duration set to the governing state's rule
- Directed-trust power allocation under the state's directed trust act
- Discretion language calibrated to the autonomy intended
- A documented funding plan that actually moves title
Consultation
Instruments and documentation
Drafting built for the reader who checks citations.
- Trust instruments and amendments against the mandatory rules
- Corporate suites for entities holding or serving trust structures
- Succession papers that generate their own evidence
- Recognition packages for banks, title companies, transfer agents, and courts
- Clause-by-clause reference to the enacted law
Consultation
Certification of Trust
The statutory instrument institutions must accept.
- Prepared from the instrument to the state's 1013 enactment
- Corrections for certifications an institution has bounced
- Rewrites after trustee succession
- The reliance and refusal-liability rules stated for the recipient
- Delivered transaction-ready
Consultation
Fiduciary advisory
Written answers to the questions administration produces.
- Verdict-first memoranda naming jurisdiction and office
- Discretion, distribution, and co-trustee questions resolved
- Income or principal allocation calls under the enacted act
- Controlling line versus minority rule identified
- Every conclusion cited to instrument, statute, or mandatory rule
Consultation
Trust risk and compliance scan
The gaps found before an institution or adversary finds them.
- Mandatory-rule conflicts on the face of the instrument
- Exculpation overreach against the enacted section 1008
- Stale or nonconforming certifications flagged
- Unfunded assets, broken title chains, missing successor evidence
- Findings ranked by exposure with the corrective instrument named
Consultation
Forensic trust audit
The record examined the way a court would weigh it.
- Fiduciary accounting income reconstructed independently
- Reported accountings compared line by line
- Conduct examined against the full duty catalog
- Burden-of-fairness shift analysis
- Remedies mapped and reports drafted for demand, settlement, or court
Consultation
Fiduciary accounting
Income defined by the instrument and the act, not GAAP.
- Allocation under UPIA or UFIPA as enacted, section by section
- Entity distributions, rentals, minerals, and liquidating assets placed correctly
- Power-to-adjust and unitrust analyses
- Formal accountings that state their allocation authority
Consultation
Protector and officer appointments
Named offices, accepted only by express appointment.
- Trust protector and trust director service where instruments name the firm
- Capacity as the instrument and the enacting statute assign
- Contracted compliance officer for client entities and trust companies
- Powers, standards, and reporting stated in the appointment itself
Consultation
