The professionals at Johnson Trust Company are passionate about helping families manage wealth from generation to generation. Johnson Trust Company provides estate and charitable gift planning, comprehensive private trust services, and executor and estate settlement services to implement our clients’ estate plans for the future.
- Managing the transfer of wealth to the next generation or charity
- Reducing gift and estate taxes
- Avoiding probate
- Asset protection
- Charitable gift planning
- Special needs planning
- Endowments & Foundations
- Charitable Organizations
- Retirement Plans
Johnson Trust Company can serve as trustee or co-trustee with another individual or as an agent for yourself or another individual trustee, providing trust administration services at the direction of the individual trustee.
Johnson Trust Company can serve as executor of your estate or assist individual executors in the estate settlement process, providing date of death valuations and coordination and monitoring of probate administration, estate investment management and tax return preparation by legal counsel. Click here
to learn more about Johnson Trust Company.