Trust Administration

As part of our process to determine each client’s needs, Indiana Trust & Investment Management Company professionals work closely with each client and their professional advisors, such as attorneys and accountants, to develop well reasoned estate planning solutions. In some circumstances, the wise course of action is to establish a trust. When a trust is established, property is transferred to a trustee who manages those assets for our clients’ benefit during their lifetime and for the benefit of their beneficiaries thereafter.

Our professionals offer generations of collective experience and expertise in matters such as taxation, economic analysis, investment research, and portfolio management. Depending upon your specific circumstances, Indiana Trust & Investment Management Company may recommend one of several types of trusts including a Living Trust, Testamentary Trust or Charitable Trust. Please contact an Indiana Trust & Investment Management Company professional today to have a conversation about your individual needs.