Maria Sturges

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special needs trust administration slat trust services trust administration advisor friendly trust successor trustee estate planning fiduciary services personal trust trust management charitable trusts special needs trusts perpetual trusts directed trusts total return trusts investment management financial advisors wealth management estate settlement client resources philanthropy financial planning risk management legacy planning retirement planning charitable giving assets protection trust compliance client partnerships trustee services family trusts grantor trusts tax planning trust distribution regional trust managers financial professionals trust advisor asset allocation tax benefits legacy preservation trust documentation multigenerational wealth portfolio management client education withholding taxes beneficiary support trust execution financial strategy regulatory compliance professional advisors trust execution strategy exceptional client service law practice legal services financial services