One of the 4 activities CTC will perform when offering Estate Settlement Services is to _____________ assets according to the decedents wishes.
Another one of the activities that CTC will perform when acting as professional trustee is to help in the preparation and filing the trust _____ returns.
When it comes to Investment management CTC is different from other trust companies because they manage client portfolios with the highest _________ standards which means that every decision is made in the clients best interest.
The client does not need a ________ Trust in order for CTC to help with discretionary portfolio management.
One of the 5 activities that CTC will perform when acting as Professional trustee is to distribute trust income and /or principal to its ____________.
One of the services that CTC offers is _____________ portfolio management.
When CTC serves as a trustee/successor trustee it can help take a huge _________ off family members.
CTC is different from other "trust" companies because the investment process is
In-_________.
As executor one of the 4 activities CTC will perform when offering Estate Settlement Services is to ____________ assets according to the decedents instructions.
If a customer tells us that they are frustrated being the executor of an estate because there is in fighting amongst the heirs.... a service that may benefit the customer is "Estate __________ Services".
Down
The __________ size of assets that the client needs in order for CTC to act as Administrator of a personal trust or estate is $750,000.00
While serving as a trustee/successor trustee if the client becomes _____________ CTC will do whatever is necessary to take care of the client.
Upon a clents death CTC will pay the clients final ___________.
A _________ is a legal entity created by the Trustor that spells out how assets are to be managed during their lifetime including incapacity.
The fee associated with being the trustee/successor trustee is 1.35% tiered after the first $1.5 Million which includes ____________ management.
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