Trust Planning Services
Champlain Trust takes a collaborative approach, working with the family’s trusted financial advisors, business managers, attorneys and accountants to achieve each client’s unique goals.
“We’ve worked with Steve Schindler and Champlain Trust for nearly 15 years. Our Trusts include marketable securities, closely-held business interests, and a sophisticated life insurance plan. The Champlain Trust team is very experienced and knowledgeable, they’ve provided valuable tax advice, and the service is excellent. Thank you so much.”
~ Stephen and Margaret
We Provide The Best Possible Service
Each Trust and family situation is unique. We do our best to cover the technical side, and people side, of administering a Trust.
Documents Review, Tax Evaluation and Advisory
We review, evaluate and interpret existing Trust documents to ensure that the Trusts are properly implemented and comply with expected tax results. We help attorneys and other trust professionals draft and revise new Trusts and amendments as needed.
We evaluate and advise clients and beneficiaries about various Trust-related tax issues, including federal and state estate, gift, generation skipping and income tax issues. We file tax Trust related tax returns and K-1s as needed. We implement Trusts and distributions to beneficiaries in a tax efficient manner. We have experience administering “intentionally defective” grantor Trusts, charitable trusts and special needs trusts.
Collaborations and Supports
We collaborate with the client and beneficiaries to retain qualified independent financial advisors and business managers, typically of the client’s choosing, but we can also vet and retain new advisors as needed.
We satisfy the numerous fiduciary duties related to trust administration, including but not limited to: the duties of loyalty, impartiality, prudence, delegation, protection of Trust property, recordkeeping and reporting to beneficiaries, and distributions to beneficiaries consistent with the terms of the Trust.
We collaborate with the Settlor and Beneficiaries’ team of trusted advisors when evaluating and implementing a Trust, and make balanced and appropriate distribution decisions as appropriate under the circumstances.
Securing Your Financial Future
Champlain Trust works with qualified independent financial advisers typically chosen by the Settlor or Beneficiaries to manage marketable securities. Champlain Trust is well-suited to administer unique assets held in-trust.
Business Interests
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Real Estate
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Life Insurance
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Collectibles
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Interested in learning about other services we offer? Call us to learn more about how we can help you.
Call Now: 802-773-9100Frequently Asked Questions
What are the advantages of a trust?
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Is trust service expensive?
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How are fees calculated?
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How can I find out more about trusts?
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Have questions or need more information? Call us: 802-773-9100