Trust Officers

When someone establishes a Trust Fund for their loved ones, they need to know that their assets and the trust’s beneficiaries are being looked after. ELANA works with many different kinds of trust funds and receives referrals from Trust Officers because they’re familiar with our work.

Click our logo to refer a case
Click our logo to refer a case

Many times, in order to enhance design results and protect client interests, ELANA Financial & Settlement Architects™ utilize trust vehicles to best meet the needs of our clients.  Trusts come in many shapes and sizes.  There are Special Needs Trusts, Asset Protection Trusts, Single Purpose Trusts, Medicare Set-Aside Trusts, Life Insurance and Estate Trusts, Pooled Trusts, Preservation Trusts and many more.    Interestingly enough, almost as often as we recommend trusts in our client planning designs, trustees come to us with case referrals. Trustees oftentimes need to either add a level of planning expertise to protect new trust assets or to help with pre-existing trust accounts that need protective planning updates. 

Are you looking to set up, protect existing trust assets or manage a trust fund? Contact an ELANA Financial and Settlement Architect today so that we might make the process run more smoothly.

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 Click our logo to refer a case!