Trust Planning Services

McDermott financial advisors work closely with attorneys and CPAs in providing investment management and trust planning services for clients who are planning on establishing or have established Revocable and/or Irrevocable Trusts.

Your McDermott advisor will manage your trust planning including the assets of Revocable Living Trusts, Educational Trusts, Special Needs Trusts, Charitable Remainder Trusts, Testamentary Trusts, and any other Revocable Trust which names an individual or trust administrator as Trustee or Co-Trustee. We have developed a relationship with Sterling Trustees located in Conshohocken, PA, who administer these directed and delegated Trusts.  We continue to work closely with your attorney and CPA to avoid any potential conflicts of interest and coordinate a trust plan that compliments your particular situation and needs.

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