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Trust

Plante Moran Trust is a chartered trust company specializing in all areas of personal trust administration to assist you in creating continuity, ensuring family harmony, and preserving your legacy.
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A trust can be an effective way to manage and protect assets, in accordance with your wishes, during your lifetime and for future generations.

At Plante Moran Trust, our team of experts can serve as trustee, co-trustee or agent for trustee and specialize in trust administration, estate settlement, family office services, and foundation and charitable trust administration. We will partner with you and your advisory team to develop a customized solution to reduce administrative burdens and promote communication and practices that encourage healthy relationships between grantors, trustees, and beneficiaries.

From our commitment to integrity and deep intellectual capital to our white glove service, you will have peace of mind knowing that your trust administration, oversight, and implementation are properly executed.

Trust Thought Leadership

  • Wealth roundtable: Strategies to help you move forward

    When the happenings of the world feel uncertain, questions about your financial well-being are common. View our on-demand webinar where our experts share their best guidance for protecting and growing your wealth in times of uncertainty. 

    Hans Kronsbein Wealth Management Sara Montgomery Wealth Management Steven J. Gibson Wealth Management Amber Terakedis Wealth Management
    Webinar May 18, 2021 45 min watch
    Couple on a sailboat sailing ocean waters.
  • Does a SLAT offer the safety valve your estate plan needs?
    The spousal lifetime access trust (SLAT) can be a reliable wealth transfer tool for married couples with a sound financial plan who appreciate the flexibility to access gifted assets. Here’s how to determine if the strategy is right for you.
    Katie Edwards Wealth Management Jonathan S. Grossman Wealth Management
    Article May 10, 2021 5 min read
    Middle-aged couple sitting on a couch using a handheld tablet together.
  • Personal property: Estate planning tips to keep the peace

    If you don’t leave a list of who gets what after you’re gone, you could be setting your loved ones up for conflict. Here’s why including personal property in your estate plan is so important — and how to get started.

    Julie Cotant Wealth Management Simone Keaton-Harshaw
    Article May 7, 2021 3 min read
    Elderly couple using laptop computer at kitchen table.
  • Special-needs trusts: Maintain quality of life without losing benefits

    If a loved one has a disability, it’s never too early to think about their future. Special-needs trusts can provide long-term quality-of-life benefits while protecting assets and preserving essential benefits.

    Julie Cotant Wealth Management Shawn P. Riley Wealth Management
    Article March 16, 2021 4 min read
    Parents sitting at a table with their child in a motorized wheelchair

Our Trust Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

 

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