Trusts & Estates
Fulfilling Lifetime Goals and Shaping Legacies
With over a century of managing trusts and estates, Bryn Mawr Trust has long been a leader in wealth transfer strategies. Our deep and proven expertise has helped generations of clients not only achieve their lifetime goals, but shape their legacy as well.
From planning to oversight, a personal Wealth Advisory Team works with you to find the best solutions for your specific life situation, always in conjunction with your goals. Whether it’s the settlement of an estate or setting up a tax-advantaged trust, we construct a strategy using a big-picture approach, yet we are sticklers for the details.
Trust Oversight and Administration
Bryn Mawr Trust can serve as trustee or agent of the trustee for Irrevocable and Revocable Trusts, Tax-Planning Trusts, and Special Needs Trusts. With the highest ethical standards as well as objective perspective, we ensure the proper administration of trusts in accordance with the grantors’ instructions.
Estate Planning and Settlement
In addition to planning and settlement, our comprehensive estate services include review of wills and trusts and assessment of tax consequences.
Designated Special Needs Trust Unit
This special unit is headed up by a team of professionals with expertise in the practical, personal, financial, medical, and legal issues of special needs individuals and their families.