Trusts

 

Trusts

It is important for trust grantors and beneficiaries to connect with someone who understands the family’s priorities as well as the purpose and goals of the trust(s).

Brightworth’s trust management services allow you to work directly with an investment and financial advisor while providing an outsourced third party administrative trustee. Our experience and involvement in the trust management process provides you with the first-class client service you deserve as a beneficiary or trustee of these important assets.

Trusts generally require a detailed understanding of their unique provisions. This includes a comprehensive understanding of both federal and state income tax law and state trust laws that determine how income can be utilized and distributed. Guided by a prudent long-term Investment Policy Statement, our approach provides structured flexibility to reduce risk and enhance returns over the long term.

Our Expert Advisors

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Annika Cushnie, CFP®, CIMA®
Annika Cushnie, CFP®, CIMA®
Partner | Wealth Advisor

Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.