Trust Administration

These are trusts created by an individual that can be amended until a person is incapacitated or dies. Happy Trust Company often serves as the designated trustee in circumstances where an individual can no longer serve as their own trustee.

A trust can often be created under your Last Will and Testament as a means of giving financial security for future generations, while also providing a means of asset protection. Happy Trust Company provides the expertise to make sure your final wishes are properly executed.

The Social Security Administration permits the creation of trusts that will preserve a disabled individual’s eligibility for benefits. These trusts also allow for supplemental distributions to enhance the quality of life for those individuals. Happy Trust Company has served, and continues to serve, as the trustee in a variety of special needs circumstances.

These are trusts created by a district or county court in mainly cases of wrongful death
and catastrophic injury victims. Happy Trust Company has gained the confidence of the legal community in managing assets for vulnerable members of society by serving as the court appointed trustee of many court-created trusts.

There are a number of ways to create trusts that leave assets for the benefit of your favorite charities. These trusts can be established while you are living or in your will.

In many cases, individual trustees will continue to use Happy Trust Company to provide expertise in areas of investment and/ or for specialty asset management. In all circumstances, Happy Trust Company is responsible for managing internal assets and investments, maintaining detailed records of income and expenses, providing tax information and making distributions to beneficiaries per the terms of their individual trust. Our staff has the experience necessary to ensure every portfolio follows the specialized legal and regulatory requirements for each trust.