TRUSTS
CSS offers a free consultation to review settlement and trust options, including minor, discretionary, special needs trusts, and Qualified Settlement Funds (QSFs). Our comprehensive service starts with a needs assessment and continues through final implementation, including securing court approval and trust tax ID numbers. We also provide ongoing account management to ensure long-term support.
Our experts are prepared to manage all types of trusts.
How can CSS help?
CSS offers assistance with each step of trust establishment and management, including the following services:
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Review of trust type options and unique benefits – CSS implements various types of trusts (not just special needs trusts.)
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Implementation experience with minors trusts and discretionary trusts.
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Free consultations with plaintiff to review settlement options and benefits.
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All-inclusive service starting with a needs assessment and ending with final implementation.
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Securing court approval for QSF and trust tax ID numbers
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Continuous supervision of the account