Fiduciary Responsibility
Blueprint Partners has a fiduciary duty to act in the best interest of trust beneficiaries. This duty includes managing trusts assets prudently, making investment decisions, distributing income and principle according to the terms of the trust, and exercising care and diligence in administrating the trust.
Trustee Services
Trust administration
Blueprint Partners will handle all aspects of trust administration, including recordkeeping, tax reporting, and compliance with legal and regulatory requirements. They ensure that the trust is administered in accordance with the terms of the trust document and applicable laws.
Investment management
Blueprint Partners can be responsible for managing the investment of trust assets. This involves developing an investment strategy, selecting appropriate investment vehicles, monitoring performance, and making investment decisions consistent with the trust objectives and risk tolerance of the beneficiaries.
Blueprint Partners services offer continuity and expertise in trust administration, ensuring that trust are effectively managed over the long-term. They have the resources, experience, and infrastructure necessary to provide comprehensive and reliable trust administration services.
Continuity & Expertise
Distribution of trust assets
Blueprint Partners overseas a distribution of income and principle from the trust to the beneficiaries as directed by the trust document. The ensure that distributions are made in accordance with the terms of the trust in any legal requirements covering distributions.
Blueprint Partners are often called upon self conflict or disputes that may arise among trust beneficiaries or between beneficiaries in the trustee. They must navigate these situations inpartially and in accordance with the terms of the trust in apical laws.
Conflict resolution
Blueprint Partners works closely with individuals and families to develop estate planning strategies that involve the creation and administration of trust. They provide expertise and guidance on trust structures, tax implications (along with the client's CPA), and wealth transfer strategies designed to achieve clients’ estate planning objectives.