RESOURCES

TRUST SERVICES

Charting a course for your client's wealth to endure for generations to come is an important part of their holistic wealth plan. Whether your client wishes to leave a legacy to their heirs or to a favored organization, Mariner Wealth Advisors' team of trust professionals will develop a strategy to meet their wishes while seeing to maximize their potential wealth transfer.

A well-designed estate plan distributes assets according to your wishes after death, while working to ensure that as much wealth as possible is passed on by minimizing taxes or other potential costs.

SERVICE
We provide trust services that align with your wealth goals. Our trust and estate professionals are industry veterans with decades of experience. Your advisor has unique insight into your needs and goals. The trust professional on your team will work with you and your advisor to understand what is important to you and design solutions to best fit your needs.

SECURITY
Mariner Trust Company, a member of the Mariner family, is regulated by the South Dakota Banking Commission. By law, client assets are segregated from the capital assets of Mariner Trust Company and are not subject to potential creditor claims against the trust company.

TRUST
Mariner Wealth Advisors seeks to identify risk and opportunity across your entire financial landscape. Every member of your team serves a limited number of clients, and helping you reach your financial goals is their top priority. Your team can be comprised of any combination of your choice of our in-house estate planning, retirement planning, tax planning, risk management, and business valuation and succession planning specialists to ensure everything we do brings you closer to your goals. Comprehensive wealth advice is more than investment advice. It means surrounding you with a team of experienced professionals focused on your big picture rather than just one aspect of meeting your financial goals.

TYPES OF TRUSTS
Because we understand the need for personalized trust services to meet each client’s particular objectives, Mariner Trust Company administers a wide range of trusts, including:

  • Revocable Living Trusts
  • Irrevocable Living Trusts or Trusts under Will
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Intentionally Defective Grantor Trusts
  • GRATs, GRITs and GRUTs
  • Qualified Personal Residence Trusts
  • Special Needs Trusts
  • QTIP and QDOT
  • Domestic Asset Protection Trusts
  • Rabbi Trusts

 

EDUCATIONAL CONTENT FOR YOU

Below are several pieces created to help you speak with your clients about trust and estate planning.

5 REASONS TO USE A CORPORATE FIDUCIARY

PROTECTING ASSETS USING A DOMESTIC ASSET PROTECTION TRUST

RESPONSIBILITIES OF A TRUSTEE

TRUSTEE OR EXECUTOR RESPONSIBILITIES

TRUST SERVICES

PROVIDING PEACE OF MIND (3:25)

STAY INFORMED

Have you heard the latest eposide of our podcast,Your Life, Simplified?


Additional Resources for you from
Mariner Wealth Advisors



STAY INFORMED: Have you heard the latest episode of our podcast, Your Life, Simplified?