Broker Check

Trust Services

Through the Broker-Dealer Cambridge Investment Research, you have several Trust Service providers you can use. The service may include trust planning and administration, plus income and estate / gift tax assistance. Certain trusts can be geared towards children with Special Needs and to Charitable enterprises. You can find an independent corporate trustee to accept the responsibilities and potential liabilities of managing trust assets and obligations, instead of enrolling a family member or friend.

Consult with your Family Legacy Concepts advisor for additional details, including minimum account size.