Estate Planning and Trust Services
Mariner Trust Company is a public trust company that exclusively provides trust services to our wealth clients. We help deepen the client relationship and more efficiently manage generational wealth. All clients, regardless of their wealth or level of financial complexity, can benefit from trust and estate guidance. If nothing else, we can conduct an estate plan review to help ensure your clients’ wishes will be carried out according to plan. The estate planning and trust services team is available to participate in client meetings to serve as an in-house source for all their needs.
How the trust and estate planning team supports you
- Serving as corporate trustee or successor trustee
- Asset protection (South Dakota charter)
- Multigenerational wealth transfer
- Trust administration:
– Dynasty Trusts
– Charitable Trusts
– Intentionally Defective Grantor Trusts (IDGTs)
– Irrevocable Life Insurance Trusts (ILITs)
– Grantor Retained Annuity Trusts (GRATs)
– Qualified Personal Residence Trusts (QPRTs)
– Family foundations
We work with clients who:
- Are interested in multigenerational planning
- Currently have a corporate trustee named in their estate plan (or an individually named wealth advisor at Mariner Wealth Advisors)
- Are looking to make substantial gifts to their children/grandchildren
- Have recently experienced a significant life event (i.e., people, property, plan)
- Have several types of trusts implemented
- Have liquid assets, estate tax concerns and/or in high liability professions
- Have substantial concentrations in low cost basis, publicly held stock
- Have closely held business interests
- Have highly appreciating assets
- Have concerns about a specific family member, such as substance abuse, creditor problems or financial irresponsibility
- Are remarried but have children from their previous marriage(s)
- Have concerns about protecting assets from creditors or litigation
- Prefer their kids/grandkids work with their wealth advisor after their death
When to engage with us
Engage with us as soon as possible in your client relationships. We believe we can add a great deal of value early in the process. We are glad to attend client onboarding and prospect meetings. Please allow 48 hours for us to respond with next steps.
Helpful documents
Primary contact
Trustee Referral Process:
In order to ensure that Mariner Wealth Advisors is effectively managing our fiduciary risk and upholding our regulatory and fiduciary responsibilities, we have developed a formal process for advisors to follow when referring current trustee opportunities. Note, the referral process must be completed, and all of the account forms signed, prior to accepting appointment as trustee.
For current trustee appointments, please email the documents below to Jadin Winberg.
- Family tree
- Current statement of all trust assets (or detail on what assets will fund a new trust)
- Complete copy of the trust and all amendments
For new trust referrals, please click HERE to submit the information. Following receipt of the submission, please allow at least one week for us to review for approval and/or determine next steps.
When instructed, please share the following document with your client’s attorney to ensure the trust appointment language is set up properly:
Please contact Jadin Winberg if you have any questions or concerns regarding the referral process.