Dunham Trust Company Building Relationships That Last Generations
Personal Trust Services

At Dunham Trust Company, we believe our clients are best served by a team of senior trust professionals who bring a high degree of competence in planning and administration to every relationship. Our Personal Trust Services include living trusts, testamentary trusts, and uniform transfers to minors accounts.

Standard Services Include:
  • Document review and interpretations
  • Full custody, recordkeeping and reinvestment of income
  • Bill paying
  • Tax reporting
  • Investment management
  • Trade settlement with your own portfolio manager
  • 24/7 online access to your account
  • Performance information
  • Uninterrupted management of your assets in the event of illness or death
  • Privacy
  • Direct access to your trust officer
  • Retaining relationships with your trusted personal financial, tax and legal advisors

The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.

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