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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

  • Estate planning: What your family needs to know when you’re gone
    Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
    Cheri Stein Wealth Management
    Article June 21, 2019 2 min read
    Family outside at a table with woman serving bread.
  • Power of attorney vs. trust: Which strategy is right for you?

    While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

    Jonathan S. Grossman Wealth Management
    Article May 21, 2019 6 min read
    Image of diverting arrows on road
  • Planning for your older self
    Whether contemplating your diminished health or a loved one’s, the best plans recognize this inevitability. Consider these questions as you look ahead.
    Scott Carano Wealth Management
    Article April 22, 2019 4 min read
    A woman is sitting with an elderly couple as they review her laptop and paperwork in their hands.
  • 645 Election gives trustees and executors more flexibility.

    Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

    Katie Szymanski Wealth Management
    Article February 25, 2019 4 min read
    Image of wrought iron gate design.

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.