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Blackbird Trust Services

Services

Services are delivered independently and in conjunction with clients’ existing legal, tax, and financial advisors.

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Independent Trustee Services

  • Administrative and directed trustee services
  • Agent for Trustee
  • Principal and Income Accounting
  • Bill Pay
  • Statutory notices/filing
  • Facilitate tax preparation
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Trust Protector

  • Serve as an independent Trust Protector
  • Oversee trustee actions and trust administration
  • Exercise powers granted under the trust agreement
  • Support trust modification and amendment decisions
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Trust Advisor

  • Serve as an independent Trust Advisor
  • Provide objective guidance on trust matters
  • Advise on investment and distribution decisions
  • Work alongside existing legal, tax and financial advisors
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Webinars and Trainings

  • Fiduciary income tax and other topical tax topics
  • Trust administration and best practices
  • Discretionary and nondiscretionary decision-making
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Individual Retirement Account (IRA)

  • Analysis of required minimum distribution (“RMD”) requirements and payouts
  • Annual RMD calculations
  • Pre and Post SECURE analysis
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Trust Review

  • Trust review and analysis
  • Interpretation of trust provisions
  • Guidance on complex trust structures
  • Analysis of entity type, state tax nexus
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Private Trust Companies

  • Review and assist with implementation of policies and procedures, training staff, any other trust administration matters
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Types of Trusts

Grantor and Nongrantor

Revocable and Irrevocable

Irrevocable Life Insurance Trusts (“ILITs”)

Charitable Split-Interest Trusts

Charitable Remainder Unitrusts

Charitable Remainder Annuity Trusts

Charitable Lead Trusts

Spousal Lifetime Access Trusts (“SLATs”)

Domestic Asset Protection Trusts (“DAPTs”)

Private Foundations

Why choose New Hampshire?

Based in New Hampshire, Blackbird Trust Services is able to perform work as a New Hampshire Trustee.

No income tax

Uniform Trust Code

Favorable trust laws

Dynasty Trusts

Nonjudicial settlement agreements (“NJSA’s”)

Bifurcated Trust responsibilities

Silent Trusts

Domestic Asset Protection

Dedicated Trust Court

Start Your Journey

If you are evaluating trustee options or navigating a complex trust situation, we welcome the opportunity to speak with you.
(603) 556-5601
Blackbird Trust Services
62 Calef Highway, Suite 171, Lee, NH 03861