Brownlee understands that owners and individuals alike may need to plan for the managed transfer of property to others. Brownlee works with both types of clients, usually in the areas of estate planning and succession planning, to determine whether or not the creation of a trust is in the client’s or their beneficiaries best interest. We are aware that there are various reasons why a trust would benefit a client and have experience creating trusts that effectively serve a vast selection of diverse and unique needs. From the exceedingly complex to the refreshingly simple, Brownlee can capably establish trusts of all kinds.
Our clients are often referred to us by various professionals who are knowledgeable of Brownlee’s capacity in the area of trust creation. We often work in collaboration with or receive referrals from:
- financial planners
- investment managers
- insurance agents
Once Brownlee determines that a trust is the most beneficial option available to a client, our dedicated practitioners will capably establish a trust that is manageable, efficient, and delivers the expected value. It is Brownlee’s goal to establish trusts only when they can reasonably and effectively serve the interests of our clients.