Wealth Watch, Fall 2007
(Requires Adobe Acrobat Reader)
For over a century, families have relied on Bryn Mawr Trust to handle the critical details of their wealth.
Our trust and fiduciary services include:
Estate Services
Estate Planning
We help individuals and families clarify their estate plans and understand alternatives. This includes working with the client’s attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.
Estate Settlement
Acting as executor or administrator of wills, we provide all services necessary to settle and distribute an estate.
top
Guardianship
We serve as a guardian of estates for incapacitated individuals.
top
Special Needs Trust
Bryn Mawr Trust acts as an independent corporate fiduciary for Special Needs Trust clients.
top
Will Review
One of our senior officers or in-house attorneys can review your will, and work with your attorney to make appropriate recommendations.
top
Trust Services
Living Trusts
Under the terms of a living trust, Bryn Mawr Trust will provide custody, investment management, and administrative services guided by experienced Trust Officers.
top
Standby Trusts
This form of living trust becomes active only when your power of attorney decides it is necessary.
top
Testamentary Trust
We can serve as a trustee when a trust is established in the client’s will. We will provide the administrative and investment management services.
top
Charitable Trusts
Depending on how you want your assets to serve you and your family, we can assist with a Charitable Remainder Trust or a Charitable Lead Trust.
top
Perpetual Charitable Endowment Trusts
We can act as a trustee if you choose to contribute to a specific charity for an unlimited time.
top
Fiduciary Services
Custody Services
We specialize in protecting your assets if you decide to retain decision-making authority over your investments but don’t want to be burdened by details or safekeeping concerns.
top
Tax Planning and Preparation
We offer:
 | Fiduciary and personal tax services (includes consultation and planning) |
| Preparation and filing of income tax |
| Gift tax |
| Household employee and wage returns |
top
Other services include:
| Safekeeping for cash and securities |
| Statements detailing all activities concerning assets |
| Collection and reinvestment of investment income |
| Trading and settlement of security transactions as directed |
| Compiling and reporting tax information |
| Notification and processing as bonds mature |
| Response to bond calls, tenders, redemptions, conversions, proxies and exchanges |
For more information e-mail us or call us at 610-581-4770.
Investment products offered (1) are not deposits of or guaranteed by Bryn Mawr Trust Company, (2) are not FDIC insured, and (3) involve investment risk, including possible loss of principal.