Estate Planning
A well-conceived, well-executed estate plan can ensure that property passes to current family members, future generations and other beneficiaries as intended and with the least burden of taxes. Such a plan calls for a coordinated team approach involving Equitable Trust professionals and a client’s attorney and tax advisor. As investment managers and trustees we are careful to understand how each trust relates to an estate plan and then to arrive at investment decisions that are consistent with the purpose and terms of each trust.