Trust Services

We work with families and individuals and their professional team to implement trusts both as a tactical advisor and as trustee. Whether it is a child, young adult, aging family member or incompetent we provide sensitive individual service.

We were called in by a financial planner to work with a client who had a seemingly intractable family problem. The child of a second marriage was spending beyond his means and the stepfather was constantly fighting with all family members about the issue. By setting up a trust and naming a Howell Larsen principle as trustee, the battles over the allocation and use of funds have largely dissipated. The stepfather feels comfortable with the trustee's distribution philosophy and he is no longer the lightening rod for the son’s issues.