Santora CPA Group
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Personal Trust Services Alt: Delaware trustee in discussion of trust accounting and trust tax returns for a bank

Personal Trust Services

Santora CPA Group is pleased to offer professional, independent, individual trustee services for administration of Delaware trusts through our affiliate, Pinion. Delaware offers a unique opportunity for clients to utilize the robust directed trustee statutes that allow clients to choose advisors other than the acting trustee to manage trust investments and make discretionary distribution decisions.  Pinion’s experienced, professional, individual Delaware trustees can perform the administrative duties of trustee while coordinating with the client’s advisors and provide a personalized, tailored client experience.

If you are an attorney advising your client about an asset protection or dynasty trust strategy and, during the course of your planning, you decide that a professional, individual trustee may offer more flexibility than a corporate trustee, Pinion, in affiliation with Santora CPA Group, can provide that service.

If you are a bank or a trust company facing a situation where it is not feasible to serve as trustee for a valued client’s trust, Pinion may be the perfect solution for this circumstance. We understand the unique and special nature of this arrangement, and we will protect your relationships with your valued clients.

Pinion offers the following trust services:

  • Pinion Trustees are Professional Individual Trustees doing business and serving as Trustees for Delaware Trusts
  • Prepare or assure the preparation of trust tax returns or tax information letters
  • Prepare trust accounting as required or requested
  • Refer a nationally recognized attorney to prepare or assist your local counsel in drafting trust documents that meet Delaware statutes

The best way to learn what Pinion can do for you is to talk with our professional, independent trustee:

Theresa L. Hughes, MBA, CTFA, AEP® /  302-224-5168  /  thughes@piniondelaware.com

Tara J. Bolinski, CTFA, AEP® /  302-224-5166  /  tbolinski@piniondelaware.com

William Duggan, CTFA  /  302-224-5152  /  wduggan@piniondelaware.com

Pinion is supported by an experienced trust administration services team at Santora CPA Group:

Samantha Finfer  /  302-224-5143  /  sfinfer@santoracpagroup.com

Nick Doldan  /  302-224-5119  /  ndoldan@santoracpagroup.com

Vito Genovesio  /  302-224-5150  /  vgenovesio@santoracpagroup.com

Richard Cairns  /  610-316-9847  /  rcairns@santoracpagroup.com

Please be sure to check out the Pinion website at www.piniondelaware.com to learn more about the services offered – remember, it’s Your Trust – Your Choice!

 

We are also happy to introduce Talon Fiduciary Solutions, a Santora CPA Group Company. Talon is ready to serve in many fiduciary and non-fiduciary roles commonly present in Delaware Directed Trusts, including:

  • Trust Protector
  • Designated Representative
  • Discretionary Distribution Advisor
  • Investment Direction Advisor
  • Tax Advisor
  • LLC Manager

For more information, please visit Talon’s website at talonfiduciary.com or email team@talonfiduciary.com.

Santora CPA Group
Call us 302-737-6200