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Trustee Services

In instances where the Mid Atlantic Trust Company is serving as the trustee, Green Oak Consulting Group can provide a standard package of trust services, including:

  • Full trustee responsibility
  • Custody, ability to work in co-trustee relationship
  • Investment management through third-party managers
  • New account set-up
  • Donor welcome letters, including tax deduction calculations
  • Annual notifications to irrevocable charitable remaindermen
  • Annual valuations and donor notification for non-CRAT CRTs
  • Donor distributions
  • Net income tracking and reporting for NIMCRUTS and NICRUTS
  • FLIP monitoring/specialized investing for interval between trigger and flip
  • 5227 annual tax returns
  • Timely K-1s, generally by March 15 at the latest
  • Appropriate annual state returns
  • Quarterly performance reporting to institutional clients
  • Annual valuations to institutional clients
  • Actuarial services as requested at an additional charge