Professionalism and Expertise
The list of trustee responsibilities is long and intricate, and expertise with the many rules, regulations, and procedures is essential. Assuring financial security for your family requires a trustee who can cope with the accounting, distribution, tax, and other complexities that are involved in trust administration. First Business Trust & Investments provides a full range of expert reliable and independent fiduciary services. Our professionals have the training and experience to assure the continuous quality of administrative services.
For more information on the following, please click on a link below or give us a call at (608)218-8000 (Madison), (262) 792-1400 (Milwaukee), (920) 734-1800 (Appleton), (920) 231-2400 (Oshkosh), or (920) 435-5442 (Green Bay).
Services Offered
- Charitable Giving
- Financial Requirements of Minors or Special Needs Individuals
- Business or Estate Planning Considerations
- Capital Gains
- Choosing a Qualified Trustee
- Revocable Trust Services
- Irrevocable and Testamentary Trust Services
- Guardianships and Disability Planning
- Charitable Trust Services
- IRA Trust Services
- Insurance Trust Services
- Capital Gains Record Keeping
- Estate Planning for Business Owners
- Estate Planning for Non Traditional Couples
