Comprehensive Trust Services

Protect Your Family for Generations

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A Modern Approach

As one generation passes to the next, we are on the brink of a historic transfer of wealth. The need for trust services has never been greater as more families seek to approach their legacy in an organized and highly personal way. We create plans that deliver a family’s trust needs, serving at the highest fiduciary standard.

Our flexibility and customization make us a preferable alternative to many large institutions. Our South Dakota presence uniquely positions Cresset Trust Company (CTC) to offer the benefits of favorable trust and tax laws and significant asset protection.

Cresset Trust Company has fully embraced the modernization of trust laws – laws that restore flexibility to grantors and beneficiaries. Our team partners with you and your legal counsel to carry out the grantor’s intent and meet the needs of the beneficiaries.

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As an established South Dakota chartered trust company, founded in a jurisdiction with optimal tax and asset protection, we are well positioned to protect our clients and their families for generations.

Types of Trusts Administered

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  • Asset Protection Trusts
  • Charitable Trusts
  • Dynasty Trusts
  • Foundation Trusts
  • Insurance Trusts
  • Revocable Trusts
  • Special Purpose Trusts
  • Supplemental Needs Trusts
  • And Others

Trustee Roles Offered

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Full Trustee

Full array of trust services, including the management of trust assets, trust administration, distribution decisions, coordination of tax filings, beneficiary communication, etc.

Directed Trustee

Trust administrative services, situs, coordination of tax filings, and money movement. All investment and distribution decisions are managed by others.

Co-Trustee

Along with others, such as a designated family member, we share the various responsibilities of full trustee.

Delegated Trustee

A nominated investment professional, or other party, is delegated a specific investment or distribution function. Cresset Trust Company provides oversight, as well as the remainder of all trust services.