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Trust Services

Based in Sioux Falls, South Dakota, we combine the personalized service and flexibility of an independent trust company with the expertise and attention clients expect from a trusted fiduciary partner. By focusing on each client's unique goals, we provide customized solutions that go beyond the traditional trust company approach while offering the distinct advantages available under South Dakota trust law. 

Trust and Legacy

We provide the services you would expect, with even greater flexibility. Our fiduciary, administrative, and record-keeping services include:

- Personal Trusts, including Revocable and Irrevocable trusts

- Irrevocable Life Insurance Trusts (ILIT)

- Charitable Trusts

- Custodial Trusts

- Asset Protection Trusts

- Dynasty Trusts

- Special Needs Trusts

- Conservatorship Services

- Estate Administration

- Family Office Services, including bill payment, coordination with medical service providers, vehicle leasing, and cash management

The South Dakota Advantage

Each state has its own set of trust laws. South Dakota is considered one of the top states in which to establish a trust because of its favorable trust laws. Regardless of where you live, you can take advantage of the benefits and flexibility offered by a South Dakota trust. Specific advantages of establishing a trust in South Dakota include:

  • No state income tax on income, capital gains, dividends, interest, intangibles or any other income
  • Unlimited trust duration
  • Self-settled asset protection trusts
  • Third-party discretionary trust laws for asset protection
  • Some of the strongest privacy statutes in the United States
  • Modern trust laws that allow for directed and delegated trusts
  • Flexibility and control over, or input into, investment and distributions decisions
  • Efficient and cost-effective processes for trust modification, reformation, decanting, and virtual representation

Focused

We focus on each client's unique needs, taking time to understand their long-term goals, family priorities, and legacy intentions to help create thoughtful strategies and successful outcomes for future generations.

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Customized

We create customized portfolios designed to meet the needs of the trust, grantor, and the beneficiaries. We also provide education and guidance to help beneficiaries confidently manage the resources established for their future.

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Flexible

We offer flexible fiduciary and administrative services, including serving as agent for trustees, conservators, or personal representatives. As a South Dakota trust company, we also provide additional trust-planning advantages.

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Frequently Asked Questions

Why Should I Use a Corporate Trustee?

Choosing the right trustee is one of your most important fiduciary decisions you will make. A corporate trustee can help provide:

  • Experienced administration of complex and time-consuming trust requirements
  • Reduced risk of conflicts, unnecessary expenses, and personal liability
  • Continuity and stability, since a corporate trustee does not pass away or become incapacitated
  • Proper and prudent administration in accordance with the terms of the trust

What if I Am Acting as My Own Trustee?

Cornerstone can assist you in several ways. If your trust document allows you to appoint a trustee, you may name Cornerstone as your corporate trustee or appoint Cornerstone to serve as co-trustee.

Can Cornerstone Private Asset Trust Company, LLC Act as My Corporate Trustee Even Though I Reside in a Different State?

Yes. You do not need to be a South Dakota resident, but you must establish a connection to South Dakota.

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