Posts by Northwest Trustee
Now a Nevada-Chartered Trust Company!
Northwest Trustee & Management Services is officially chartered in the state of Nevada as Northwest Trust Company of Nevada, LLC—a strategic move that unlocks even greater benefits for our clients and their long-term planning goals. Nevada is one of the most advantageous states in the country for trust administration, asset protection, and generational wealth planning. …
Read MoreManaging Complex Assets – a trusted approach
The Smiths were always a close-knit family. After the passing of the patriarch, Mr. Smith, the eldest son was appointed as personal representative. In the following months, challenges and tensions rose within the family as they grappled with their personal loss and the administration of the estate. It became clear that to maintain the family…
Read MoreTransitions & Reflections
In September of 2024, Stephen Trefts will be stepping down from his duties at Northwest Trustee & Management Services. As he reflects on this transition, he would like to take you through the experiences that made Northwest Trustee what it is today.
Read MoreBusiness Development in Idaho
We separate new business from client administration so our Relationship Teams can focus on what is most important…serving our clients.
Read MoreLocation, Location, Location!
We provide clients with exceptional, personalized service to better meet their needs — whether they live down the road or halfway around the world
Read MoreJourney to the Puget Sound
Stephen Trefts, President & Founder
An incredible journey started as a vision, born in the basement of our modest home more than 30 years ago, that led us to open an office in the Puget Sound.
Read MoreThe Best Choice versus the Common Choice
The pitfalls of naming a family member or friend as Trustee or Personal Representative are highlighted in this article. We hope these stories assist you in selecting the best fiduciary for your plans.
Read MoreFederal Tax Change Announced
Greg Bowman, CEO
Proposed federal tax changes — it’s not too late to reassess your estate planning.
Read MoreBecoming a State Chartered Trust Company
Stephen Trefts, President
By achieving the designation of a state chartered trust company, and with our new capabilities under the recently enacted directed trust laws, we are even better equipped to provide your clients with creative solutions to their complex fiduciary needs.
Read MoreNew Laws Herald New Trust Opportunities in the Northwest
Greg Bowman, Vice President, Finance & Business Development
A directed trust allows a person creating a trust to direct specific duties of the trust to a third party, rather than conferring all authority and duties to a trustee. Before Washington allowed for this, you would have to go to a trust company in another state to receive this service, such as Delaware or South Dakota. Now you can have the benefit of a local trust management company who can provide with these services.
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