Trust & Estate Services

F-TRUST FRANCE > Services > Trust & Estate Services

Trust & Estate Services

F-Trust services from a firm you can depend on – with experts who take the time to understand you and your family

Service Offering

Overview

Serving as your trustee is an important responsibility that we take very seriously.  It’s in our very name. Our commitment to a high level of personal service and attention is coupled with a clear fiduciary responsibility to act in the best interests of the trust.

Corporate Trustee or Co-Trustee

Selecting an appropriate trustee is one of the most important decisions you make when creating your estate plan. You must have confidence that the trustee has the right combination of personal attributes, technical skills and administrative capabilities necessary to be a good steward of your estate planning goals as reflected in your trust instrument. You also want to have confidence that the trustee will be able to serve for the entire duration of your trust, which could span generations.

Given the broad range of skills necessary to fulfill the obligations of a trustee, a corporate trustee—a corporation legally empowered to act as a trust—may be the ideal fit. At F-Trust France we have almost one hundred years of experience serving as corporate trustee, providing our clients the assurance that their trusts will be administered expertly for the long-term. Our clients take comfort knowing that future generations of their families will be advised by trust experts who understand their family dynamic and are committed to the highest standards of integrity, professionalism, and personal attentiveness.

Directed Trustee

Law allows for investment and administration responsibilities to be clearly divided among trustees and third parties. In a directed trust, an investment advisor can have the exclusive duty to invest the trust’s assets while the trustee remains responsible for specific other aspects of trust administration. F-Trust France is able to serve under the law regardless of the grantor’s or beneficiary’s state of residence.  We routinely serve as trustee for individuals and families who are already working with another investment advisor, or have substantial nonmarketable or concentrated positions, but who would like an experienced and independent corporate trustee to administer their trusts.

Agent for Trustee

Some individuals choose to have family members or advisors serve as trustees. While this is appropriate in certain situations, it also means those individuals may be taking on administrative burdens and increased risks, given the complex and ever-changing tax, estate, and trust laws.

We offer a range of services to assist trustees in their duties. Trustees can take advantage of any or all of these services, depending upon their needs:

  • Investment management
  • Custody
  • Trust principal and income accounting
  • Beneficiary distributions
  • Bill payment
  • Tax filings
  • Regulatory and legal updates

Trust Modification or Migration

We have extensive experience working with clients and their attorneys to migrate trusts to New Hampshire in order to benefit from the  trust laws, including its various trust modification tools, when appropriate.

Private Trust Companies

We can help you determine the optimal private trust company design for your family and align our services to your specific needs.

 

Civil Law Foundations

F-Trust  can provide services for Civil Law Foundations, which appeal to clients in certain foreign jurisdictions as well as some Private Trust Companies.

Estate Settlement

As your personal representative, co-personal representative or agent for personal representative, we will ensure that your estate is settled in a manner that is both timely and tax-efficient, while at the same time relieving a family member or friend of a potentially burdensome responsibility.

 

Our Expertise

Capabilities

 

Benefit from our experience serving clients across generations combined with our trust insights from our experienced trusts and estates (T&E) legal team.

Top-Notch T&E Legal Team

Our 12-member, highly experienced trust
and estates legal team helps clients
benefit from the latest trust laws, working
closely with their legal and other advisors.

Proven Permanence

Our private ownership structure combined
with our financial strength has helped us
serve clients for nearly 140 years, be
continuously profitable for at least 75 years,
and earn a 98% average annual client
retention rate for the past decade.

Access to NH Trust
Advantages

Through F-Trust France, clients can access
favorable trust laws, which allow for no state
income tax on certain trusts, perpetual trusts,
trust modification, and asset protection.

Simplifying the Complex

Do you have trusts with real estate,
private investments, a family business, or
other special assets? Combined trust and
LLC structures? Other types of complexity?
No problem. We can manage much of the
complexity on our end to simplify your experience.